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Newlands Financial Planning Limited

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About Us

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Bio

Graeme Crooks is a fully qualified Financial Adviser with over 30 years’ experience within financial services. After enjoying five very successful years as a Partner then Senior Partner with Prudential Financial Planning including being awarded ‘UK Partner of the Year’ in 2018, Graeme decided to start his own business, Newlands Financial Planning Limited with The Advice Partnership from Prudential.

Graeme is the Director of Newlands Financial Planning Limited and an Associate of The Chartered Insurance Institute and a Member of the Chartered Institute of Bankers in Scotland.

Prior to joining Prudential, Graeme spent 26 years with a major bank as a Personal and Corporate Financial Adviser and latterly as an Area Manager.

Graeme takes pride in offering a professional, friendly service and devotes his time to building lifelong relationships with his clients. The natural progression for Graeme was to set up his own business via The Advice Partnership to enable him to provide an even higher level of service to his existing clients, whilst continuing to develop new relationships with the backing of the brand and strength of Prudential.

Away from work Graeme is married to Alison and they have a son and daughter, currently in further education. His hobbies and interests involve keeping fit by running, attending his local gym and hill walking.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Testimonials

October 2022

We met Graeme, our Financial Adviser, in 2018 when my husband and I were looking at future retirement and our pension options. We were unsure where to start and when it came to financial planning, we were at a bit of a loss. After meeting with Graeme at home, we felt at ease and took on his recommendations and advice. He has a very friendly, professional and personable nature and we never felt awkward asking questions because he explained the answers in an easy to understand way. Four years later, we are now fully enjoying our retirement knowing that our finances are getting looked after. We have already recommended Graeme to friends and would have no hesitation in recommending his services with complete trust.

October 2022

We were delighted by the service and advice provided by Graeme of Newlands Financial Planning. Graeme took time to understand what we were looking for in our retirement and from our pension. He ensured that our needs were met as well as ensuring that the actions we proposed were in our best interests. Thank you for guiding us on our pension transfer journey.

October 2022

From the first meeting with Graeme through to organising my pension he has been helpful, knowledgeable, and has made the transition from employment to retirement a pleasant experience. He responds quickly and efficiently to any questions, giving sound advice. I have recommended his services to other colleagues who are equally impressed. 

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Newlands Financial Planning Limited is an appointed representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority. M&G Wealth Advice Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.

M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.

M&G plc is a company incorporated and with its principal place of business in England, and its affiliated companies constitute a leading savings and investments business. M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.