Greg Charlton
Financial Adviser with True Potential
I have a wealth of experience in getting to know our clients and discovering their dreams, goals and ambitions. I will be there to help you achieve these every step of the way. Whether you are looking for mortgage or investment advice, looking for ways to protect yourself and your family or planning for your retirement, I can help you find the best available solutions. I pride myself on my service and I'm able to go beyond the expected parameters and help manage the process on your behalf. I'll take every step necessary to ensure that you receive the very best personalised advice.
I always deliver on my promises and will keep you updated throughout the whole advice process...
My customer service is second to none and I'm always within easy reach.
- FP1 Financial services and their regulation - The Chartered Insurance Institute - 08-04-2005
- FP2 Protection, Savings and Investment - The Chartered Insurance Institute - 25-04-2005
- FP3 Identifying and satisfying client needs - ifs School of Finance - 04-10-2005
- CII Financial Planning - The Chartered Insurance Institute - 13-10-2005
- CF8 Long Term Care Insurance - The Chartered Insurance Institute - 08-01-2008
- CF6 Mortgage Advice - The Chartered Insurance Institute - 07-08-2008
- IFS Level 4 Diploma for Financial Advisers - ifs School of Finance - 07-10-2010
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.
