Dylan Roberts
Financial Adviser with True Potential
Wedi bod yn ymgynghorydd ariannol am dros 30ain mlynedd, gyda 12eg mlynedd fel Cwmni Canllaw yng Nghaernarfon, mae ymuno gyda True Potential Wealth Management wedi fy ngalluogi i barhau i gynnig cyngor ac arweiniad arbennig, ond gyda chefnogaeth, cryfder a chadernid cwmni cenedlaethol.
Having gained experience as a Financial Adviser for over 30 years in and around Caernarfon, becoming a part of True Potential Wealth Management allows me to continue providing life changing advice and guidance, but with the added support, strength and stability of a national company...
As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I'm committed to delivering better value and choice for my clients.
For me, planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most.
Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what's 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 or a cherished cause, I can work with you every step of the way.
I think it is vital to remember that this life is not a practice run, this is the real thing. That is why it is so important to make this the best life possible; you don’t get to come back and give it another go! As Van Morrison eloquently states “Precious time is slipping away” so now is the time to start planning!
Managing your wealth can be complex and time-consuming. I can simplify your life by addressing aspects of your financial wellbeing such as investments and insurance, while offering exclusive opportunities.
Plus, 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.
- Diploma and Certificate in Financial Planning - CII - 02/03/2015
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.
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.
