Adam Jarrett
APFS
Financial Adviser with True Potential
As a Chartered Financial Planner, I take a holistic and personalised approach to supporting clients with their financial planning needs. I believe that financial planning is about far more than numbers; it's about understanding the people behind them—their values, aspirations, and long-term objectives.
I work with clients across a wide spectrum of planning areas, including retirement and lifestyle planning, tax and estate strategies, wealth creation, preservation and management, as well as providing protection for families, beneficiaries, and businesses. My aim is always to create tailored solutions that align closely with each client’s goals and circumstances...
Our goals-based approach places your objectives at the centre of everything we do. By identifying, addressing, and regularly reviewing these goals, we help ensure your financial plan stays aligned with your evolving needs. Managing wealth can be complex and time-consuming, which is why we focus on simplifying the process through clear, transparent advice and exclusive opportunities, all supported by True Potential’s award-winning technology. With 24/7 online access to your financial affairs, you can remain informed, confident, and empowered to make the best decisions for your future.
Outside of work, I enjoy spending quality time with my wife and two daughters—often on the golf course. While we appreciate the idea of rest and relaxation, we’re not particularly good at staying still and are always looking for new activities and family adventures.
If you're looking for professional, friendly, and jargon-free financial advice, I’d be delighted to speak with you. Your initial consultation is complimentary and entirely without obligation.
- Chartered Financial Planner - Chartered Insurance Institute - 14/10/2016
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.
