Financial planning was always a face-to-face gig. That was the whole point: clients received personal attention and tailored advice from their trusted adviser.

Video calls “the foundation of modern financial advice”

I am in Glasgow this morning at a pre retirement workshop organised through the NHS

Diary of an Adviser - Graeme Inglis

Adviser Workshop - How to Quiz Clients On Their Investment Expertise

Adviser Profile - Graeme Inglis

The Accumulator

Poise Financial Planning is a firm of Independent Financial Advisers, delivering advice to clients in Central Scotland and throughout the UK. The firm is headed up by Chartered Financial Planner Graeme Inglis.

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Graeme Inglis

Director and Chartered Financial Planner

Poise Financial Planning

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Graeme Inglis

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