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Get in touch

Gary Loveless

Financial Adviser with True Potential

Bramshaw, Hampshire
Headshot of Gary Loveless

Welcome, I’m here to help you make good informed financial decisions. Wherever you live feel free to contact me, and we can arrange a time for an informal discussion about your circumstances and I will answer any questions you may have.

I offer a personal service with a focus on trust, transparency and providing you with tailored advice across every stage of life. Whether you’re planning for retirement, growing your savings, investing for the future or navigating other complex areas like estate planning, equity release, mortgages and associated protection products – I’m here to assist and guide you...

An example of a question I am often asked is “can I afford to retire?” This leads me to review your current arrangements and overall financial position and establish where you are and then provide you with an accurate picture of your immediate and longer-term retirement planning.

My time in the finance industry dates back to the early 1990s, which is a bit worrying for me but will most likely be very useful for you, as will the technology, products and support provided by True Potential Wealth Management.

I am a family man from the New Forest and have always been very involved in my local community and its sport.

Qualifications
  • CII Level 4 Diploma in Financial Planning - The Chartered Insurance Institute - 19/02/2015
  • CII Financial Planning Certificate - The Chartered Insurance Institute - 18/09/1996
  • Certificate in Life and Pensions - The Chartered Insurance Institute - 16/12/2014
  • CII Level 4 Award in Pensions Update - The Chartered Insurance Institute - 13/11/2015
  • CII Level 4 Certificate in Pension Transfer Advice - The Chartered Insurance Institute - 03/06/2019
  • CII Level 3 Certificate in Mortgage Advice - The Chartered Insurance Institute - 27/07/2020
  • CII Level 3 Certificate in Equity Release - The Chartered Insurance Institute - 23/10/2023

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.

Mortgages & Borrowing

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

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

Find out more

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

Find out more

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

Find out more

Get Started

Get in touch

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 07858348958

How can I help you?

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