Cert CII (MP) DipPFS
Financial Adviser with True Potential
I started in the Industry in 1990 and I have worked at all levels in financial services but now concentrate on client advising.
As a partner of True Potential Wealth Management, I am committed to delivering a better choice for my clients, working with them in a very unique and modern format incorporating state of the art technology.
With over 35 years experience in wealth management/mortgage advising I am now advising my clients children as well.
I firmly believe in building lifelong relationships with clients, helping them and their families achieve all their financial goals.
I will provide honest and straightforward advice, at an extremely competitive rate.
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.
Whether you are a first-time buyer or have a property portfolio, with the vast array of products and lenders, I can provide the specialist advice you need.
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.
