Financial Adviser with True Potential
As a Financial Adviser with True Potential Wealth Management, I’m dedicated to offering personalised guidance, top-quality service, and tailored investment solutions that match your individual needs.
I understand that everyone’s financial journey is unique, so I take the time to get to know you — your goals, aspirations, and priorities. Whether you’re planning for retirement, saving for your children’s education, pursuing a personal passion, or creating a legacy for your loved ones, I’m here to support you every step of the way.
Wealth management can often feel overwhelming and time-consuming...
My goal is to simplify the process by addressing all areas of your financial well-being—from consolidating multiple pension plans to providing access to offering diversified investment solutions through world-class investment managers.
With True Potential’s award-winning technology, you’ll benefit from clear, transparent advice and the ability to monitor your complete financial portfolio online, anytime. This keeps you informed and empowered to stay on track toward your financial goals.
With over 20 years of experience in the financial services industry, I began my career in Investment Management before transitioning to holistic Wealth Management. What I find most rewarding is helping people achieve their financial objectives and being there to offer support whenever they need it.
When I’m not working, I enjoy spending time with my wife and two children, participating in park runs, and playing the guitar.
Your first meeting is complimentary and comes with no obligation. Whether you would prefer to meet over Zoom, at my office in Dursley, or in the comfort of your own home, I’d love to chat about how I can help.
I invite you to explore my website to learn more about our ‘Do More With Your Money’ service and discover how it can benefit you.
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.
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.
I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
Administrator
Mel joined me in May 2022 and has been an invaluable source of administrative support for both me and my clients. Outside of work, she is a mother of two boys and enjoys staying active by running, doing Pilates, and taking part in Car Trials in her 1970s VW Beetle during her spare time.
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.
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.
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.
