Campbell Wilson
DipPFS
Financial Adviser with True Potential
Financial planning is more than just numbers and graphs. It is about people. It is about listening to your story, understanding who you are, how you feel about your life and what your values are. It is about getting to know what you want to achieve — your dreams for the future, for you and your loved ones.
I have worked in ‘money’ for most of my life, starting with home and car insurance, then moving on to mortgages, life and pensions, and finally financial planning. It can be a minefield, and you have my full sympathy if you have ever tried to make sense of all your options.
I am an enthusiastic, organised adviser who explains things in clear, easy-to-understand language — with a hint of humour...
I have access to True Potential’s award-winning platform, which gives you the tools to control, plan and track your financial life.
I love most sports, history, reading and, above all, spending time with my family. I would love to have a chat!
- Cert CII (MP) - CII - 26/02/2007
- Diploma in Financial Planning - CII - 13/06/2011
- Certificate in Pension Transfer Advice - CII - 04/04/2017
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.
