Craig Barraclough
Chartered Financial Planner
Financial Adviser with True Potential
For more than 20 years I’ve been helping individuals and businesses reach their financial goals, helping them with financial solutions to the financial issues that concern them most. I will take the time to get to know you and what's important to you and create a financial plan with you. I can address all aspects of your financial wellbeing from investments, pensions and insurance to tax and estate planning.
Plus, through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals...
I started my financial career as a mortgage & protection adviser, then moving to specialise in pensions and investments from 2009 onwards. I am proud to have reached Chartered Financial Planner status & am a Fellow of the CII which demonstrates my commitment to continuing learning. I have two amazing children who I love to spend time with and support in all of their activities. I also like to be active and enjoy long walks and playing golf, which living in Yorkshire lends itself well to.
- Chartered Financial Planner - CII - 01/03/2010
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.
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.
