Graeme Jenkins
Wealth Planner
Based in Balloch
Diploma in Financial Planning (DipPFS)
With over 15 years of financial services experience Graeme has developed a wealth of knowledge which is demonstrated in the financial plans he creates and manages for clients of all ages and circumstances. He specialises in all aspects of Wealth and retirement planning (both pre and post retirement), using intelligent forecasting tools such as cash-flow modelling to help his clients use their wealth wisely and pass their wealth on to the right people.
"I live in Balloch near Loch Lomond. I enjoy my spending time with my family and participating in hobbies such as golf, cycling and running."
Ready for a conversation?
There’s no pressure and no obligation – just a confidential chat to understand your goals.
Share your details and a member of our team will be in touch.
Thank you for submitting your details. We'll be in touch to arrange a convenient meeting time for you.