David Villa-Clarke
BEM MBA APFS
Financial Adviser with True Potential
As a Chartered Financial Planner with True Potential Wealth Management, part of the award-winning True Potential group, I’m committed to helping my clients achieve their financial goals. With over 30 years of experience, I specialise in providing straightforward, tailored solutions for investments, insurance, tax planning, and estate management.
For me, financial planning is about much more than numbers—it’s about people, their stories, and their aspirations. Whether you’re planning for a secure retirement, saving for your children’s education, growing your business, or leaving a meaningful legacy, I’ll take the time to understand what matters most to you and build a plan to make it happen...
With the support of True Potential’s cutting-edge technology, I can give you 24/7 access to your financial affairs, ensuring everything is transparent, simple, and convenient. My aim is to make managing your wealth easy and empowering, so you feel confident in your financial future.
In addition to my work, I am deeply committed to giving back to the community. I’m proud to have been awarded the British Empire Medal (BEM) for my charitable efforts, which focus on supporting education, mentoring, and creating opportunities for underserved communities.
With an Advanced Diploma in Financial Planning (APFS) and an MBA, I combine technical expertise with strategic thinking to deliver a first-class service to my clients.
I understand that managing your finances can feel overwhelming, but you don’t have to do it alone. I’m here to help you navigate every step of the journey, bringing clarity and confidence to your financial planning.
Explore how we can work together to Do More With Your Money and build the future you’ve always dreamed of.
- Chartered Financial Planner - Chartered Insurance Institute - 06/07/2019
- MBA - The City University London - 22/06/2016
- British Empire Medal - Her Majesty the Queen - 31/12/2016
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.
Inheritance, Estates & Tax
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.
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.
