Bob Hulstrom
DipPFS, CII ER, CII LTC
Financial Adviser with True Potential
As a Wealth Manager with True Potential I’m committed to delivering better value and choice for my clients.
For me, planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most.
Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, creating wealth, fulfilling a lifelong ambition, or leaving a legacy to your loved ones I can work with you every step of the way...
Through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs.
For more than 34 years, I’ve been helping individuals and families reach their financial goals and during that time, I’ve continually enhanced my knowledge and expertise through exams and formal training. An interesting quirk is that over 80% of my clients are female !
I work with my business partner of many yaers, Nicky Rice, with offices in both Cambs and Shropshire.
On a personal note I have a keen interest in local politics having served on Councils for over 25 years. My two other abiding interests are driving steam trains and cycling across country. I have been married to Jane, an osteopath, for over 30 years and we have one daughter Victoria, who is the clinical director of a large group of hospitals.
- DipPFS - CII - 18/06/2012
- CII ER - CII - 17/09/2007
- CII MP - CII - 27/07/2005
- CII LTC - CII - 17/09/2007
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.
Inheritance, Estates & Tax
I can review all your accounts and create a bespoke plan that makes the most of your tax allowances and maximises the amount your beneficiaries can inherit.
Mortgages & Borrowing
Whether you are a first-time buyer or have a property portfolio, with the vast array of products and lenders, I can provide the specialist advice you need.
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.
