Christopher Bailey
DipPFS
Financial Adviser with True Potential
With over 30 years experience in Wealth Management and helping individuals and families reach their financial goal and by being an Associate of the Personal Finance Society, I have developed many lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that I offer.
Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what is important to you, and through the use of award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way...
As a result, you will be better informed, confident and empowered to reach your financial goals and be in greater control of your money.
I aim to deliver this commitment by providing personal, face-to-face financial advice. I will give you the opportunity to review your financial affairs through a reliable and regular ongoing review service. I will manage your planning effectively through the distinctive approach of True Potential Wealth Management. I will help to keep you informed of the latest news and changes that may affect your personal circumstances. I will listen to and understand your feedback, and I will ensure that all my dealings with you are sensitive to your needs.
To benefit from this truly innovative approach to managing your wealth, please contact me, and I will be delighted to arrange an initial consultation at no expense to you.
- Diploma in Financial Planning - Chartered Insurance Institue - 30/06/2006
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.
