Dean Harris

DIP PFS CERT CII (MP) EFA

Financial Adviser with True Potential

Tanworth in Arden, Solihull

With over 30 years of experience in financial planning and wealth management, I am dedicated to helping individuals, families, and business owners achieve their financial goals with clarity and confidence. As a trusted financial adviser, I offer customised strategies that span investment management, retirement planning, tax efficiency, estate planning, and risk mitigation.

I believe a holistic, client-first approach to financial advising. My mission is to simplify complex financial matters and empower clients to make informed decisions that align with their life goals and values...

Whether you're preparing for retirement, building generational wealth, or planning for a major life transition, I can bring a combination of deep expertise, personalised service, and integrity to every client relationship.

Qualifications
  • DIP PFS CERT CII - CII - 01/01/2005
  • (MP) - CII - 04/12/2005
  • EFA - FPA - 16/01/2020
  • CF8 Long Term Care - CII - 11/03/2020

My Services

My Team

Why True Potential?

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 are award winning

19 awards
19 industry awards won in 2024

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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 provide innovative investments

£33 billion
Invested with over 550,000 clients

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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.

We build revolutionary technology

8 million
Over 8 million logins in 2024

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Get Started

Tell me your goals

Reach your True Potential.

We all have goals in life that we would like to achieve, these can range from long term retirement plans, being able to grow your finances, or to give something to the next generation. However, the longer you wait to act, the more difficult if could be to achieve these goals.

Please get in touch and I can help put together a plan to set you on the right path to achieving your financial goals.

How can I help you?

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