Jeff
We have been dealing with Chris on a variety of topics over many years. His advice and guidance around estate planning has been invaluable. Highly recommended.
Chris Budden
DipPFS, STEP Affiliate, MIPW
Financial Adviser with True Potential
Stevenage, Hertfordshire
With a deep commitment to crafting secure financial legacies, my focus centres on helping families and business owners build wealth, protect your legacy and pass it on tax efficiently.
I help you grow, protect, and manage your wealth with personalised advice and plans. From investments and retirement planning to tax-efficiency and risk management. I provide expert financial advice to help you create your legacy and secure your financial future. I help you protect what you've built, and make sure it goes to the people you care about most.
I make planning clear, simple, and stress-free...
Whether you're a family looking for peace of mind or a business owner planning ahead, my goal is the same, protect your wealth now, and secure your legacy for the future.
Qualifications
- Diploma in Regulated Financial Planning - Chartered Insurance Institute - 27/07/2011
- STEP Affiliate - Society of Trust and Estate Practitioners - 22/12/2020
- Member of the Institute of Professional Will Writers - Institute of Professional Will Writers - 20/03/2024
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.
Mortgages & Borrowing
Whether you are a first-time buyer or have a property portfolio, with the vast array of products and lenders, I can provide the specialist advice you need.
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.