Darren Giles
Financial Adviser with True Potential
I have been proudly serving the financial services industry since 1989 when I began my career with Nationwide Building Society as a Graduate Management Trainee. This early experience provided me with a strong foundation in client-focused financial solutions, and in 1999, I transitioned into the role of Financial Adviser. Over the years, I have honed my expertise in helping individuals and families navigate the complexities of financial planning, ensuring their goals are met with precision and care.
In 2006, I expanded my professional horizons by leaving Nationwide to become an Independent Financial Adviser (IFA), a role that allowed me to provide unbiased advice across the financial spectrum...
During this time, I also successfully ran various Building Society Agencies, building strong client relationships and enhancing my ability to deliver tailored financial solutions.
Since joining True Potential as a Wealth Management Partner in 2018, my focus has been on delivering comprehensive advice in investments, savings, and inheritance tax planning. My commitment to providing an excellent, personalised service ensures that my clients feel supported throughout their financial journey. Many of my clients have remained with me for years, and I am proud to have developed relationships that extend beyond business, often counting them as old friends.
At True Potential, I am privileged to work with cutting-edge technology and a team of like-minded professionals, enabling me to provide innovative, client-centric solutions that make a tangible difference.
- DipPFS - CII - 16/01/2012
- CEMAP - Chartered Institute of Bankers - 06/12/1999
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.
