Bob Tempest
Financial Adviser with True Potential
As a Financial Adviser with True Potential Wealth Management, part of the successful True Potential group, I’m committed to delivering better value, choice, and results for my clients.
With over 32 years of experience, I help clients across the North of England achieve their financial goals, specialising in pensions and investments. I take the time to understand each client's unique situation, whether it's planning for a worry-free retirement, saving for education, fulfilling ambitions, running a business, or leaving a legacy.
If you're new to financial advice, referred by a friend, lost touch with your previous adviser, or want a review of your pension and investments, I look forward to meeting you...
Managing wealth can be complex and time-consuming. I simplify this by addressing all aspects of financial wellbeing, from investments and insurance to tax and estate planning, while offering exclusive opportunities. Using True Potential’s award-winning technology, I provide straightforward and transparent advice, with 24/7 online access to your financial affairs, empowering you to reach your goals.
- DiPFS - PFS - 15/10/2012
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.
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.
