Andrew Twomey
Chartered Wealth Manager
Financial Adviser with True Potential
Hello, I'm Andrew and I'm a Wealth Management Partner with True Potential. I have worked in financial advice for over a decade. Before becoming a Financial Advisor, I was a Consultant with PwC London, specialising in Financial Services and Private Banking. I am a Chartered Wealth Manager, a Fellow of the Chartered Institute of Securities and Investment, and hold both the Investment Management Certificate (CFA) and a Bachelor of Commerce from Monash University, Melbourne.
I work closely with my clients to help them plan for their financial future, ensuring they save and invest appropriately to secure a comfortable retirement that reflects a lifetime of hard work...
My approach is focused on clarity and simplicity, making sure my clients fully understand their financial position, their goals, and how they are progressing towards them. By providing straightforward and transparent advice, I aim to give my clients confidence and peace of mind in their financial decisions.
- Chartered Wealth Manager - CISI - 01/02/2013
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.
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.
