Harry Peacock
DipFA
Financial Adviser with True Potential
As a Wealth Management Partner with True Potential Wealth Management working predominantly throughout North and West Yorkshire and also East Lancashire, I am committed to delivering better value and choice for my clients.
For 35 years I have been helping individuals and families reach their financial goals. After gaining my FPC I,II & III qualifications from the CII early in my career I pursued additional professional courses through the Institute of Financial Services and it was through these that I achieved Level 4 diploma. Since then I have continually enhanced my knowledge and expertise through industry events and formal training...
For me, planning for the financial future is more than just looking at numbers, it’s the people’s dreams behind the figures that matter the most.
Recognising that everyone’s personal situation is unique, I will visit you in the comfort of your own home at a time that is convenient to you and your family members. I will take the time to get to know you and what’s important to you. 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, I will work with you every step of the way.
Managing your wealth can be complex and time-consuming. I will help you simplify your life by addressing all aspects of your financial wellbeing from investments and insurance to tax and estate planning while offering exclusive opportunities that the True Potential Platform offers.
Through the use of True Potential’s award-winning technology, I provide straightforward and transparent advice in a simple and convenient way whilst also giving you 24 hours per day online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.
- DipFA MLIBF - London Institute of Banking and Finance (Formerly IFS) - 01/08/2012
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.
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.
