Ian Gibson
Dip CII, MCSI, AwPETR
Financial Adviser with True Potential
As a Chartered Wealth Manager and a Partner at True Potential, I have the proposition and technology to offer clients excellent holistic advice and ongoing service.
The systems allow my valued clients access to their own personal website through PC, Mac and smart phone offering real time valuations on an exclusive range of funds and ability to keep in contact through secure messaging. The system also allows documents and correspondence to be held with out excessive and usually unnecessary paper work.
I am based in Edinburgh but travel to Hertfordshire and London on a regular basis and have clients and companies I work with throughout the UK...
My goal is to be my clients trusted advisor, working together to understand their aims goals and aspirations and putting the holistic plans to protect and achieve these.
I have extensive experience (25 years as a Financial Advisor) in dealing with onshore and offshore investments, tax wrappers, IHT planning, protection (personal & business), pensions and at retirement planning.
I am a Pension Transfer Specialist and have the Level 6 Award in Pension Transfers from the IFS. I am qualified to deal with all types of pensions including Defined Benefit (Final Salary) schemes. Pension freedoms have made a massive impact on advice and it is a very important area to have clear goals which are well managed and monitored.
I pride myself in offering the highest level of service to any referrals received through my clients or professional contacts.
- DipPFS - CII - 21/08/2001
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.
