Dale Greenwood
DipFA
Financial Adviser with True Potential
With over 30 years of experience in financial services, I have built a trusted reputation for providing clear, reliable, and personalised advice to clients across Yorkshire and throughout the UK. My approach is focused on helping individuals and families take control of their finances with confidence, whether that means addressing a specific concern or carrying out a comprehensive financial review.
I provide advice across a wide range of areas, including savings and investments, pension planning to help clients retire as early and comfortably as possible, and life and critical illness cover to ensure families are protected should the unexpected occur...
I also work closely with clients on mortgage planning, exploring opportunities to reduce monthly repayments or pay off their mortgage earlier.
Based in Huddersfield, I am happy to meet clients in their homes or workplaces, whichever suits them best. I believe that financial planning should always be tailored to the individual, and in today’s ever-changing climate, having clarity and control over your financial future is more important than ever.
Through True Potential’s award-winning technology, I can offer clients simple, transparent advice, alongside 24/7 online access to their complete financial affairs. This gives them the ability to monitor progress toward their goals at any time, leaving them better informed, more confident, and empowered to make the right financial decisions.
Outside of work, I enjoy travelling with my wife and make time for my hobbies, which include swimming, snooker, and playing pool competitively for West Yorkshire.
- DipFA - IFS - 19/04/2012
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.
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.
