Ben Williams

Financial Adviser with True Potential

Ormskirk, Lancashire

I provide highly personalised and tailored face to face advice to individuals and businesses on how to protect, manage, grow and preserve their wealth.

My focus is to develop a deep understanding of an individual’s needs and goals both now and in the future. Attention to detail enables me to offer tailored financial advice to each of my clients, helping them to build and implement a personal plan to help to achieve their goals. I strive to make information clear and straightforward, providing clients with insight and understanding so they have confidence in their plan. At the heart of my business is a strong client relationship...

This is built on mutual respect and by being a trusted source of advice, especially when circumstances evolve and change over time.

It is my goal that my client’s finances don’t keep them awake at night but give them as much certainty and optimism as possible, for a happy future.

In my spare time, I keep active, enjoying the gym, and watching all 3 of my children playing football. I love to spend time with my wife and three children.

Qualifications
  • DipPFS - Cii - 09/08/2016

My Services

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

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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

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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

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Tell me your goals

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.

How can I help you?

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