David Kelly

I initially qualified as a financial adviser in 1994 whilst working at a firm in central London. Since then I have spent 30 years helping individuals, families and small businesses reach their financial goals.

I moved to Dorset in 2011 and have been expending my client base on the south coast ever since.

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’m committed to giving back to my local community and as such sponsor the Youth section of Bournemouth Rugby Football Club.

I enjoy playing golf which I suppose goes with the territory as well as occasional mad cap events for charity such as marathons or completing the coast to coast walk.

I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.

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