Edward Lee
Financial Adviser with True Potential
With over 30 years of experience in the financial services industry, I have been dedicated to addressing my clients' financial needs, providing tailored advice, and delivering exceptional service throughout my career.
My philosophy is client-focused, built on delivering clear, understandable, and high-quality advice. While I take a holistic approach across the full financial spectrum, my areas of specialisation include investments, pensions, inheritance tax planning, and trusts.
Securing financial well-being requires reliable wealth management advice and an effective investment strategy. Whether you’re seeking income or growth, I offer expert advice, comprehensive solutions, and ongoing support tailored to your goals...
With access to True Potential Investments’ risk-rated funds, including the exclusive Wealth Strategy Funds, I ensure a diversified portfolio designed to meet your needs.
Clients benefit from 24/7 access to their investments via a personal client site and the ability to top up investments on the go with True Potential’s innovative impulseSave® technology.
Outside of work, I enjoy country sports and exploring the scenic Welsh countryside and coastline on my Ducati Pikes Peak motorcycle.
- Certificate In Regulatory Equity Release - CII - 24/09/2012
- Diploma In Financial Planning - CII - 02/07/2012
- Certificate In Mortgage Advice & Practice - CII - 11/01/2007
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.
Mortgages & Borrowing
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.
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.
