Graham Davies
Financial Adviser with True Potential
As a Financial Adviser with True Potential Wealth Management, I am part of the highly-successful True Potential group of companies, I’m committed to offering exceptional value and choice for my clients.
For more than 35 years, I’ve been helping my clients reach their financial goals. As a qualified Level 4 Diploma Adviser via The Chartered Insurance Institute (CII), I am able to offer a complete financial planning service offering Pension, Investment, Mortgage, Protection and General Insurance advice. I’ve continually enhanced my knowledge and expertise through industry events and formal training keeping up to date on the ever changing industry...
We have a dedicated office in Ystradgynlais, Swansea, South Wales and I travel throughout the UK.
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 well-being from investments and insurance to tax and estate planning.
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. We can also offer the “Impulse Save” facility to increase your investments from as little as £1.
I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.
If you are interested in having a free, no obligation conversation with me about any of the areas mentioned, then please do not hesitate to get in touch. You can visit the office or I can meet you.
- DipIFA CertPFS - IFS - 08/12/2011
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.
