As both a financial adviser and a qualified solicitor, I became a Wealth Partner at True Potential Wealth Management in 2021.
Having qualified as a solicitor in 2005, I chose to expand my expertise by offering financial planning services and advice.
My goal is to forge lasting relationships with my clients, delivering financial advice in a straightforward and transparent way. Recognising the unique and diverse financial situations of each individual, I dedicate time to understand your financial aspirations fully. I take pride in my ability to explain complex and detailed issues in a manner that is easily comprehensible to my clients...
Serving both private and corporate clients throughout the northwest of England, I engage with clients in person, online, or via True Potential’s award-winning technology, which provides clients with 24/7 online access to their entire financial portfolio.
True Potential Wealth Management, a member of the acclaimed True Potential group of companies and a winner at the European Business Awards for two consecutive years, provides wealth management services to private clients, trustees, and businesses across the UK. Leveraging True Potential's cutting-edge technology, allows me to offer clear and efficient advice in a manner that is both simple and convenient.
With access to over 16,000 investment options, including a full spectrum of risk-rated strategies from top fund managers and an integrated system that simplifies the investment process, we present a groundbreaking approach to managing financial affairs.
I provide a complimentary initial consultation without any time constraints, at a location and time that suits you.
Outside of work, I am a family man, married with two children. For leisure, I enjoy golf... but do also find myself running & cycling to keep fit.
