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Get in touch

Ashley Lewis

DipFA

Financial Adviser with True Potential

Chester, Cheshire
Headshot of Ashley Lewis

I joined the industry nearly nine years ago, stepping into the family business and continuing the legacy my father built over 27 years. Since then, I’ve had the privilege of working with a wide range of clients from all walks of life.

A common misconception in this industry is that financial advice is only for the wealthy. That couldn't be further from the truth. I believe everyone deserves access to honest, reliable advice—regardless of their financial background.

As a specialist in Pensions and Investments, I also provide guidance on Protection and Estate Planning. Most of my advice is delivered face-to-face, but I also offer virtual appointments to suit individual preferences...

My goal is simple: to offer honest, credible, and trustworthy advice that helps my clients achieve their financial goals and long-term objectives.

Qualifications
  • CII Level 4 Diploma in Regulated Financial Planning - Chartered Insurance Institute - 13/11/2018
  • CII Level 4 Certificate in Pension Transfer Advice - Chartered Insurance Institute - 05/12/2019
  • CII Level 3 Award in Long Term Care Insurance - Chartered Insurance Institute - 12/11/2020

My Services

Investment & Savings

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

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.

My Team

Lara Lewis

Personal Assistant

Lara has recently joined the team. Lara previously worked in payroll and accounts within a large tech firm. Lara has picked things up very quickly which is testament to her excellent attitude towards learning and improving.

Cathy Platt

Paraplanner / Office manager

Cathy and Myself have worked together for 8 years. Cathy has done brilliantly to get to diploma level qualified meaning that she has both technical knowledge and also keeps the office engine running smoothly.

Why True Potential?

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 are award winning

19 awards
19 industry awards won in 2024

Find out more

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 provide innovative investments

£33 billion
Invested with over 550,000 clients

Find out more

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.

We build revolutionary technology

8 million
Over 8 million logins in 2024

Find out more

Get Started

Get in touch

Reach your True Potential.

We all have goals in life that we would like to achieve, these can range from long term retirement plans, being able to grow your finances, or to give something to the next generation. However, the longer you wait to act, the more difficult if could be to achieve these goals.

Please get in touch and I can help put together a plan to set you on the right path to achieving your financial goals.

Call me on 07802635367

How can I help you?

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Client testimonials

Vince

I’d been a client of Ashley’s for a good few years before I started thinking about retirement, and his advice on getting in the best possible shape before taking the plunge was always thoughtful and pragmatic.

Tony

Ashley Lewis had fantastic early guidance with his father, Mike and Mike Platt from 2015. He has provided excellent advice for retirement planning and Trusts allowing me plenty of time to consider my options. Above all Ashley has been very generous with his face to face time. Invaluable.

Helen

Ashley Lewis was brilliant in helping me with a smooth transfer of two of my legacy policies. He kept me well informed along the way. The only delay was due to my legacy policy owners! All paperwork was dealt with efficiently, and remotely with electronic document signing.

Joey

Could not come more highly recommended. I have been looked after by Ashley for a number of years now and could not be happier with the level of service. I have been dealing with Lara since the move and it has been a pleasure.

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