Iain Teasdale
DipPFS Certs MP & ER
Financial Adviser with True Potential
I have been providing financial advice to clients for nearly 30 years since graduating from university in Plymouth. Over the course of my career, I have gained extensive experience in home service, and have spent time at Bancassurance, and as an Independent Financial Adviser. Whether it’s pensions, investments, or estate planning, I am committed to helping clients achieve their financial goals and secure their future, as well as that of their loved ones.
While I work with clients across the country, my primary focus is on those in the South West. However, with True Potential’s cutting-edge technology, I can provide expert advice and services no matter where you are located...
Every client’s needs are unique, which is why I tailor my approach to suit your individual requirements. Additionally, you will have access to our award-winning client portal, allowing you to track, monitor, and manage your financial plans with ease.
Outside of work, I enjoy spending time with my family and our dog, traveling, and serving as a Senior Referee for Devon County FA. In my spare time, I also take on DIY projects and enjoy working on car repairs.
I look forward to speaking with you about your financial aspirations and how I can help you achieve them.
- Diploma in Financial Planning - Personal Finance Scoiety - 11/06/2007
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.
