Caleb Spence

As a Financial Adviser with True Potential Wealth Management, part of the highly successful True Potential group of companies, I'm committed to delivering better value and choice for my clients.

For more than 34 years, I’ve been helping my clients reach their financial goals. After receiving my Diploma in Financial Advice from The London Institute of Banking and Finance, I became a qualified adviser and have pursued professional courses from LIBF including the specialist pensions exam PETR. Since that time, I’ve continually enhanced my knowledge and expertise through industry events and formal training...

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 and helping my clients achieve their goals is a job I love doing.

Everyone’s personal situation is different, so I take the time to get to know you and what's important. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from investments and insurance to tax and estate planning while offering exclusive opportunities.

Plus, using 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. As a result, you will be better informed, confident and empowered to reach your financial goals.

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