David Clark
Dip PFS, Cert CII(MP)
Financial Adviser with True Potential
I initially qualified as a financial adviser in 1991 while working for a UK Bank in the South of England. Since then I have spent over 34 years helping individuals, families and small business reach their financial goals.
I have lived in Dorset for the majority of my life and have actively look after clients all over the south of England.
As a Financial Adviser with True Potential Wealth Management, I'm committed to delivering better value and choice for my clients.
Everyone’s situation is unique and therefore I will take the time to get to know you and what you class as important...
Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business, or leaving a legacy to your loved ones, I can work with you every step of the way.
Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning while offering exclusive opportunities.
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 enjoy playing golf and have been a member of a local club for over 40 years. I love walking and spend my free time with my wife and my dog exploring the local area. I also love to travel, expecially Greece and South Africa.
- CII Level 4 Diploma in Financial Planning - The Chartered Insurance Institute - 30/07/2012
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.
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.
