Casey Crooks

Since joining True Potential Wealth Management in 2019, I’ve worked tirelessly to help people across the UK identify, understand, and reach their financial goals. My four-step financial planning system has supported hundreds of senior employees and business owners in gaining clarity and control over their finances — earning me recognition in the Top Rated Financial Adviser Guide for the past four years running.

Below is the process I use to help you build a financial plan that actually works:

1. Where are you now?

We begin by quantifying your current financial position. I’ll help you understand your strengths, highlight any risks, and identify opportunities to improve your long-term outlook.

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2. Where would you like to be?

Using True Potential’s industry-leading client technology, we’ll set clear, personalised long-term goals based on your circumstances, ambitions, and what matters most to you.

3. Are you on track?

Together, we’ll assess whether your existing arrangements support your goals. If there’s a shortfall, I’ll outline straightforward, actionable recommendations to get you back on track.

4. Ongoing support

The only guarantee in financial planning is that things will change — your life, your goals, the markets, tax rules, the economy. That’s why ongoing support is essential.

By meeting regularly to update and refine your plan, we’ll ensure you stay on course to meet your financial goals, whatever they are and however often they evolve.

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