Alan Curtis

I am a Chartered Financial Planner and Pension Transfer Specialist with over 31 years of experience in the financial services industry. My expertise covers Final Salary Pension transfers, retirement planning, investments, and taxation, all delivered with a transparent, fixed-fee approach. I have been recognised as a VouchedFor Top Rated Adviser every year since their league table began, an achievement driven by consistently excellent client feedback.

As a Pension Transfer Specialist at True Potential, I provide clients with significant advantages when seeking advice on Final Salary Pensions. The advice fee is fixed as a company standard, offering exceptional value at just 1% of the transfer value, capped at £3,000...

Clients also benefit from receiving advice directly from me rather than being passed to another adviser. This ensures a more personal service, saves time, and provides reassurance throughout the process.

While pension advice is my core focus, I also specialise in investment management and estate planning, helping clients grow and protect their wealth while mitigating the impact of inheritance tax. Many clients tell me that working with me has helped them save time, gain financial clarity, reduce tax liabilities, and retire with confidence. They also appreciate my fixed-fee model, which provides peace of mind and excellent value.

I maintain a limited client base, allowing me to dedicate ample time and attention to each individual. My approach is trusted, impartial, and client-led. I eliminate jargon, provide clear and practical advice, and ensure that every financial decision aligns with my clients’ objectives.

Based in Louth, Lincolnshire, I typically meet clients at their home or workplace, making the process more convenient and efficient. However, I also offer online meetings via phone or Zoom, using True Potential’s award-winning technology to deliver seamless financial planning services. Working with True Potential gives my clients the best of both worlds: a personal, face-to-face relationship with a trusted financial expert, alongside the support of a nationally recognised, multi-award-winning organisation with cutting-edge technology and compliance services. With secure online access to track progress, clients have greater control and insight into their financial future.

Outside of work, I enjoy cycling through the Lincolnshire Wolds, heading to the coast, or taking long walks with my wife and our spirited dachshund, Archie. I am also an active member and past president of Rotary International, contributing to my local community. My two adult children keep me both grounded and up to date with the latest technology.

If you are looking for trusted, expert financial advice, I would be delighted to help. Your first meeting is at my expense, so feel free to get in touch for an informal discussion about your financial plans.

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