Andrew Brown
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’m committed to delivering better value and choice for my clients.
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. I have always managed large teams during my career and this has given me a wealth of experience in understanding individuals and their needs and helping them to plan to succeed...
Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important, whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones.
Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from investments and insurance to tax and estate planning.
Through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way, 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.
Through my association with True Potential, I have an extensive network of contacts which enables me to support you with all of your financial requirements. For example, True Potential offers a bespoke Occupational Pension advice proposition, allowing for clients with Final Salary and Defined benefit pensions to receive the advice they require.
For a number of years now, I’ve been helping people reach their financial goals. After receiving my Diploma in Financial Planning from the Chartered Insurance Institute, I became a qualified adviser and have pursued professional courses from the Professional Finance Society, in addition to my BA Hons degree. Since that time, I’ve continually enhanced my knowledge and expertise through industry events and formal training.
I am a family man, living with my wife and two children, in Boothstown, Worsley, Manchester.
- CII Level 4 Diploma in Regulated Financial Planning - CII - 14/08/2019
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.
