Ian Miles
Financial Adviser with True Potential
As a Wealth Management Partner with 35 years of experience in financial services, I specialise in coordinating comprehensive financial strategies to help clients and their families achieve their lifestyle goals. My primary areas of expertise include investment and pension planning, where I am dedicated to providing clear, tailored guidance for long-term financial success.
A QCF Level 4 Diploma-qualified adviser, I am recognised for my proven track record in new business development, client retention, and building sustained, trusted client relationships...
Throughout my career, I have balanced work, studies, and other commitments - demonstrating strong self-motivation, organisational skills, and a focused, logical approach to solving complex financial challenges. I am committed to seeing tasks through to successful completion, no matter how complex.
Outside of work, I enjoy an active lifestyle and am a keen football enthusiast. I spend my free time walking, cycling, staying fit, and socialising with friends. I currently reside in Otley, Ipswich, with my wife, Liz, where we have lived since 2021.
- Diploma 4 - CII - 04/01/2013
- Financial Planning certificate - CII - 03/02/1997
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.
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.
