Financial Adviser with True Potential
As a Financial Adviser with True Potential Wealth Management for over 8 years I truly believe there is no better proposition for my clients.
I have worked in the Financial Services arena for over 30 years, gaining vast amounts of knowledge and experience having worked with major global banks.
Clear and transparent advice in a simple and easy to understand way is what clients expect. The award-winning True Potential technology provides my clients with access to their investments 24/7 through their mobile, tablet or PC...
I want to establish strong and long lasting professional relationships with my clients, have more relaxed and open conversations about their finances and ensure they know that they are able to reach me at all times including evenings and weekends by phone, email, text and secure messages via their client site.
Many of my clients contact me as a result of a recommendation of a friend or family member. There is no better form of appreciation then being contacted as a result of an existing client’s kind words and recommendation.
The advice process is totally centred around you, your goals and financial aspirations. Based on these goals and the time horizons we create portfolios and tailored plans for you and your family.
Clients have many different goals depending on their life stages, it could be income at retirement, investing for children or university fees, saving for a special event or holiday to list a few examples. Each goal will be specific and over the period of the plan it will be managed to minimise risk and cost and to help you stay on track to achieve the desired outcome. Our unique client portal gives you a snapshot of your total net worth and how you are progressing towards your goals.
I truly believe I have the proposition to offer my clients the very best advice process, care and service around their financial well-being so 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.
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.
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.
I can review all your accounts and create a bespoke plan that makes the most of your tax allowances and maximises the amount your beneficiaries can inherit.
I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
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.
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.
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.
