Alexander Boni
Financial Adviser with True Potential
I am a Chartered Financial Planner predominantly servicing my clients in London, the South West, Wales and the Midlands.
We joined True Potential in 2014 and our practice has been established since early 2000s; we have been working with some of our longest-standing clients since the early 1990s! Our main specialisms are investment and tax planning where we pride ourselves on planning your arrangements in the most tax-efficient manner for you to enjoy the fruits of your labour as well as planning for passing your savings on to future generations and dealing with multi-generational family financial planning.
- Chartered Financial Planner - Personal Finance Society - 28/04/2023
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.
