Adam Harrison
Financial Adviser with True Potential
My career in financial services began in 1986 when a starry-eyed 21-year-old walked into the High Street Lincoln branch of TSB. After twelve years in banking, I became a regulated financial advisor in 1998, a profession I have pursued ever since.
If there is one constant in financial services, it is that the industry changes constantly. Whether through legislation, regulation, or other external factors, things are always evolving. To keep my knowledge current, I have continually pursued professional development. I have achieved the status of Chartered Financial Advisor and am a Fellow of the Personal Finance Society.
In 2024, I decided to start my own financial planning business...
The key driver behind this decision was to deliver greater focus and attention to my clients. To provide the experience I seek, I have joined True Potential Wealth Management, who offer all the tools necessary to deliver better value and choice for my clients.
With True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient manner, giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident, and empowered to reach your financial goals.
My experience and knowledge span a wide range of financial subjects; however, my core expertise lies within investments, retirement planning, taxation, estate planning, and protection. I am happy to provide an initial consultation at no cost to establish where your needs should be focused and determine how I can help.
I encourage you to take the time to explore my website and discover more about our ‘Do More With Your Money’ service and how you can benefit.
- Fellow of the Personal Finance Society - Personal Finance Society - 16/10/2015
- Chartered Financial Planner - CII - 16/10/2015
Investment & Savings
I can review your investment and savings accounts, and create a bespoke financial plan that you’ll be able to track 24/7
with award-winning technology.
Retirement & Pensions
Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and can ensure that you are taking full advantage of new pension freedoms.
Inheritance, Estates & Tax
I can review all your accounts and create a bespoke plan that makes the most of your tax allowances and maximises the amount your beneficiaries can inherit.
Protection
I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
We are award winning
Our aim is to revolutionise the way wealth management is delivered. We believe that by using award winning technology to deliver financial services, we empower financial advisers and their clients to take control of their futures.
We provide innovative investments
Whether you’re aiming to pay off your mortgage, cover university fees or just grow your money our Portfolios use a pioneering approach known as Advanced Diversifications to find opportunities for growth that others can’t replicate.
We build revolutionary technology
Our clients can check their investments 24/7 and top up anytime with impulseSave. They also get access to exclusive features like True Potential Rewards, which enables them to earn cashback from over 4,000 retailers.
