Gareth Rea
DipFA, MA(Hons)
Financial Adviser with True Potential
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 about focusing on a Client's interests, objectives and aspirations and then assisting with the implementation of a realistic and robust financial plan which will offer the best opportunity to achieve those short and long-term goals.
It is important to recognise that everybody's personal situation is unique. I will therefore take the time to get to know you and what’s important to you - both personally and financially...
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 from investments and insurance to tax and estate planning 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.
For over 15 years, I’ve been helping individuals and families reach their financial goals. After receiving my Diploma for Financial Advisers from London Institute of Banking & Finance in 2017, I became a qualified Financial Adviser and have pursued professional courses from various institutions thereafter.
I provide a wide range of advice to individuals, families and businesses, on investment, retirement planning and protection needs, as well as tax and IHT planning solutions.
- Diploma in Financial Advice - LIBF - 28/06/2017
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.