Adrian Wootton
Financial Adviser with True Potential
As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies I am committed to delivering better value and choice for my clients.
I have been a Financial Adviser for 36 years helping individuals and families reach their financial goals. I received my Diploma in Financial Planning from the Chartered Insurance Institute and have obtained qualifications in many areas of advice during my time as an adviser.
For me, planning for the financial future is more than just looking at numbers, it’s the people and dreams behind the figures that matter the most...
Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important to you. If you are planning for retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones I can work with you every step of the way.
Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and insurance, to tax and estate planning.
Plus, through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way, along with 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.
I adopt an extremely professional and friendly approach and have been recommended by many of my clients for explaining complex and beneficial Financial Planning in easy to understand language.
I specialise in pensions and retirement planning. I advise on both pre-retirement planning and drawing pension benefits.
Please contact me for a free initial consultation.
I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.
- Award in Pensions Update - Chartered Insurance Institute - 12/07/2018
- Diploma in Financial Planning - Chartered Insurance Institute - 14/06/2012
- Certificate in Equity Release - Chartered Insurance Institute - 29/11/2007
- Financial Planning Certificate - Chartered Insurance Institute - 13/08/1996
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.
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.
