Andy Chaplin
DipPFS Cert CII (MP&ER)
Financial Adviser with True Potential
With over 25 years of experience in Financial Services, I have had the privilege of advising a diverse range of clients on areas such as mortgages, investments, and retirement planning. Based in Leyland, I proudly serve clients across London, Preston, Blackburn, Burnley, Accrington, and Manchester. My passion lies in helping individuals navigate their financial journeys, and I take great pride in delivering a high level of service and tailored advice.
Outside of my professional life, I am an avid motorcyclist, often enjoying scenic rides to cafés in North Yorkshire and the Lake District. I also enjoy playing golf, albeit as an enthusiastic amateur, and I am a dedicated Burnley FC supporter...
My wife, Janine, and I share our home with two rescue cats, Freya and Nacho, whom we adopted from a local shelter.
- Level 4 Diploma in Financial Planning - CII - 20/04/2012
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.
