Tell me your goals

Chris Grindey

DipPFS, Cert PFS (MP/ER)

Financial Adviser with True Potential

Stockport, Cheshire
Headshot of Chris Grindey

Having worked in the financial services industry for over 20 years I bring a wealth of experience as a Financial Adviser with True Potential Wealth Management, I serve to confidently deliver transparent, expert advice in order to help clients understand and navigate their financial journeys and future.

At the heart of my practise is the client. My drive is to ensure each client receives personalised advice based on their own unique circumstances and goals. My commitment is to deliver comprehensive advice with enhanced value and choices paving the way for a better financial future for both my clients and their families...

Whilst financial matters can be extremely complicated, overwhelming and time-consuming, my role is to ensure you have a comprehensive understanding of your finances whilst giving you the assurance to concentrate on your needs and aspirations. I am passionate about building positive long-term relationships with my clients based on trust, integrity and mutual respect.

True Potential’s award-winning technology and client-based ethos enables clients to enjoy a seamless and accessible experience. This includes 24/7 online access to your complete financial portfolio along with tools and resources to form an independent, confident and empowered approach to your financial goals.

After receiving my Diploma in Financial Planning from the CII, I became a qualified adviser and pursued other professional qualifications from the the CII, to allow me to specialise in other areas of advice. Since that time, I’ve persistently enhanced my knowledge and expertise through industry events and formal training.

I encourage you to take the time to explore my website and discover more about our ‘Do More with Your Money’ service, please do not hesitate to contact me if you are looking for personalised guidance towards financial success.

Qualifications
  • Award in Long Term Care Insurance - Chartered Insurance Institute - 04/11/2024
  • Diploma in Financial Planning - Chartered Insurance Institute - 15/05/2019
  • Certificate in Equity Release - Chartered Insurance Institute - 08/01/2019
  • Certificate in Mortgage Advice - Chartered Insurance Institute - 16/05/2013

My Services

Investment & Savings

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

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

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

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

Protection

I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.

My Team

Leanne Grindey

Office Manager

I have come to work alongside Chris to help our clients on their journey to meet their financial dreams and goals. Whether that be to help them on the property ladder or help them retire, I am on hand to guide them through the process...

I am motivated and detail-orientated, having gained over 20 years of experience in administration and compliance. I feel this experience has given me the skills to ensure the day to day running of the office is kept on top of, and so clients expectations are managed.

Whilst I am a recent addition to the financial industry having joined forces with Chris in 2024, I am passionate in assisting clients in order to meet their financial objectives, I have a great eye for detail and will be assisting Chris with the administrative side of the role, being on hand to obtain vital information from clients and providers as well as ensuring and maintaining an efficient service.

Why True Potential?

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 are award winning

19 awards
19 industry awards won in 2024

Find out more

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 provide innovative investments

£34 billion
Invested with over 550,000 clients

Find out more

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.

We build revolutionary technology

8 million
Over 8 million logins in 2024

Find out more

Get Started

Tell me your goals

Reach your True Potential.

We all have goals in life that we would like to achieve, these can range from long term retirement plans, being able to grow your finances, or to give something to the next generation. However, the longer you wait to act, the more difficult if could be to achieve these goals.

Please get in touch and I can help put together a plan to set you on the right path to achieving your financial goals.

Call me on 0161 429 8330

How can I help you?

* Indicates required fields

Client testimonials

Michael

I have been working with Chris for many years now and I can honestly say that he has been an absolute pleasure to work with. He is extremely knowledgeable and professional in his field. He helped me with my investments and mine and my wife's retirement planning...

He is always available to answer any questions I have and is very patient in explaining things to me. I would highly recommend Chris to anyone looking for a financial adviser who is honest, reliable, and knowledgeable.

Charlotte

The prospect of remortgaging felt like a dark cloud approaching for months, we just didn't have the time or the inclination to compare deals. Thankfully, Chris was recommended to us and dealt with the whole thing from start to finish...

He explored several options with us (selling, remortgaging, moving to shared ownership etc) and when we finally decided that it was best for us to remortgage, Chris came back to us having done all the research into differing rates and deals, and had factored in things we hadn't even considered, like how much faster it would be to go with our existing provider, where the unexpected costs were etc. To have someone who knows the industry inside out to guide us through the process in a calm, efficient manner was invaluable - we would recommend in a heartbeat.