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Get in touch

David Bartleet

Dip.PFS

Financial Adviser with True Potential

Truro, Cornwall
Headshot of David Bartleet

I have advised clients for over 40 years and provide a personal and bespoke service which includes advice on Pensions, Investments, Equity Release, Long Term Care and in certain circumstances end of life planning. My clients enjoy meetings in the comfort of their own homes with straightforward language without industry jargon which means the advice is understood.

When not working I enjoy walking my dog, spending time with family and friends, Golfing and fishing when family and time permit

Qualifications
  • Dip.PFS - The Personal Finance Society - 08/01/2010

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.

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

£33 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

Get in touch

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 01872271979

How can I help you?

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Client testimonials

Rebecca

I just wanted to thank you for all your help and support that you have shown to both of my parents and also the kindness that you have extended to the rest of our family. We couldn't have managed without your efforts in sorting out the finances for Mum's move.

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