James Cheetham

I have specialised in providing financial planning and advice to UK medical professionals since 1997, working extensively with hospital consultants and general practitioners at every stage of their careers.

As an adviser with True Potential Wealth Management, I take a structured, planning-led approach to help clients make clear, informed financial decisions over the long term. I focus on building lasting relationships with individuals who value continuity, professional judgement, regular reviews, and long-term planning rather than purely transactional advice...

I have particular experience in supporting medical professionals with areas such as NHS pension complexity, retirement planning, investment strategy, protection planning, and broader long-term financial organisation. My approach centres on understanding each client’s personal and professional circumstances before developing advice tailored to both their current position and future objectives.

When working with me, clients can expect a calm, professional, and highly personalised service, supported by structured annual reviews and responsive ongoing guidance.

Outside of work, I have a strong interest in health, endurance training, and long-distance running, reflecting the same values of consistency, preparation, and long-term focus that underpin my approach to financial planning.

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