Grant Miles
Financial Adviser with True Potential
With over 37 years of experience in financial services, I have witnessed significant advancements in the tools and methods we use. However, the core needs of my clients—trusted advice and dedicated support—have remained constant. I take immense pride in providing financial guidance to families, with some relationships spanning over 30 years and three generations.
I believe my life experience and personal values play a crucial role in my ability to connect with individuals from all walks of life. Whether you’re just starting on your financial journey or managing significant wealth, I am committed to helping you achieve your goals...
My diverse industry experience has equipped me with broad knowledge, enabling me to deliver tailored advice across a range of financial areas.
Outside of work, I am a passionate traveller, a PADI-certified Rescue Diver, and have held a Private Pilot’s Licence since the 1990s—a reflection of my adventurous spirit and dedication to lifelong learning.
- Certificate in Long Term Care - London Institute of Banking & Finance - 07/09/2017
- Diploma for Financial Advisers - IFS School of Finance - 09/08/2012
- Equity Release - The Chartered Insurance Institute - 08/05/2009
- Certificate in Mortgage Advice and Practice - Institute of Financial Services - 07/06/1999
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.
