Tell me your goals

Edwin Schools

Dip PFS

Financial Adviser with True Potential

Portishead, North Somerset
Headshot of Edwin Schools

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...

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing, while offering exclusive opportunities.

Having joined True Potential in 2011 as one of their first partners, my clients have enjoyed the use of True Potential’s award-winning technology and our unique investment offerings. I can provide straightforward and transparent advice in a simple and convenient way, along with giving you 24/7 online access to review your financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.

I encourage you to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit from my services.

Please get in touch for a professional, friendly, jargon-free financial review. All initial meetings are conducted at my own expense, with no obligation.

Qualifications
  • R02 Investment Principles & Risk - CII - 31/10/2012
  • CII Level 4 Diploma in Financial Planning (QCF) - CII - 05/12/2012
  • R04 Pensions & Retirement Planning - CII - 05/12/2012
  • Financial Planning Certificate - The CII - 31/03/1994

My Services

Investment & Savings

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

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

Protection

I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.

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.

Call me on 07984464422

How can I help you?

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Client testimonials

Janet

I have known Edwin Schools for more than ten years and when needed he has always given help and advice with my pensions and investments. I find him extremely pleasant and easy to communicate with and he explains everything very clearly...

Nothing is too much trouble and he always takes as much time at meetings as I require without time watching. He is also prepared to meet at my chosen venue as I am a client living in South Wales. The True Potential website is very easy indeed to use and also very informative, even for me, as I do not have highly technical knowledge.

Colin H

I have known Ed for over 8 years now and have relied on and taken his financial investment advice and continue to do so...

Ed believes in face to face meeting as do I and I find it refreshing that we are able to discuss a wide range of issues relating to the changing investment environment we have seen, especially since 2008. Ed provides constructive advice with a good service at a competitive price, which for a semi retired entrepreneur like myself is all that I need. The fact that he always has a tan and is on the golf course more than me does not seem to affect his accessibility and or level of service.

Richard

I have known Edwin for approximately ten years, as adviser first to my Mother, then to my wife and me. I have found him helpful and knowledgeable, and he has always been accessible for discussion...

His advice has proved to be sound, and has been invaluable to us in making investment decisions for the benefit of ourselves and our family.

Colin B

I have known Edwin for well over twenty years now, first meeting when I required advice and guidance on the market options for Protection and Lifestyle Investment. This was quickly followed by the need to set goals for retirement, particularly for potential early retirement...

Initially as a part qualified Actuary and mainly busy, full-time Management Consultant, I relied on Edwin to keep me abreast of the ever-changing Pensions legislation and Financial Services market. After taking retirement at age 60, which he had been planning with me for ten years, Edwin provided regular input into how I would best maintain my retirement cash flow relative to increasingly volatile financial markets. Edwin was also instrumental in guiding my Wife’s inheritance portfolio through admittedly challenging (Covid) times.

I found not only his approach and knowledge invaluable but also access to the unique and excellent systems provided by True Potential made keeping on top of our entire range of investments achievable.

Edwin encouraged regular face to face meetings completely at my convenience, most times early in the morning to fit in with my time constrained schedule. He has always been a fountain of knowledge and keen to collaborate with me towards helping me achieve and maintain my retirement goal.

I have no hesitation in recommending him to other professionals and anyone who needs to understand the complexities of modern pension and investment planning.

Good professional advice is well worth paying for and with Edwin and True Potential, you definitely get what you are paying for.