Ian Knox
Financial Adviser with True Potential
As a Wealth Manager Partner, I provide financial solutions to individuals, business owners and corporate executives. I focus on:
• building long term relationships;
• helping clients build and preserve their assets; and,
• help to protect them against risk.
Supporting my advice, are in-house experts covering all aspects of wealth management including investment planning, tax planning, pension planning, inheritance tax/estate planning and protection.
My clients include:
• Individuals planning for investments ,retirement , protecting their families and future generations,
• Families with estates,...
• Business owners/entrepreneurs;
• Corporate executives;
I started my career at Deloitte Haskins and Sells in Liverpool where I gained my AAT Accounting qualification . I have worked across the UK in Accountancy, , Consultancy and Managerial roles. I’ve been involved in the financial services industry for the last 10 years.
I particularly enjoy spending any spare time with my fiancée (particularly finding great restaurants at home and abroad) and my son, daughter and granddaughter
I play golf (very erratically) and am a season ticket holder at LFC.
If you would like an informal chat with no obligation, please feel free to send me an email at Ianknox@tpllp.com
- Diploma in Regulated Financial planning - CII - 01/06/2015
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.
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.
