Calum Birney
DipPFS
Financial Adviser with True Potential
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 me, planning for the financial future delves much deeper than focusing on numbers only, it's understanding Client's interests, aspirations, dreams and putting in place a realistic and robust financial plan that will give them to the best chance to live the life they wish.
A big part of the process for me is recognising every Client's situation is unique, and therefore it is important, through interaction, to get to know each Client on a personal basis and what means the most to them...
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, 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. As a result, you will be better informed, confident and empowered to reach your financial goals.
I began my career in financial services over 10 years ago as an office administrator and quickly realised that I had a keen interest in becoming a qualified Financial Advisor and started working towards obtaining my Level 4 Diploma in Financial Services - which I completed in 2018.
Outside of work I am a proud husband and father of 2 children and play football for Glenavon Football Club in the Northern Ireland Premier League.
- Diploma in Regulated Financial Planning - Chartered Insurance Institute - 22/05/2018
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.
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.
