Geraint
Gave excellent advice and superb explanations. Was very professional and I felt I was in excellent hands through out.
James Ryan
Financial Adviser with True Potential
Bridgend, Mid-Glamorgan
As a Mortgage and Protection Advisor with True Potential Wealth Management, I’m committed to creating as much value for my clients as possible.
Whether this is through sourcing the best mortgage product on the market or building in financial security and stability through my protection advice. Creating value and enabling you to achieve your financial objectives is at the forefront of what we do here at True Potential.
Recognising that everyone’s circumstances are unique, I will take the time to get to know you, what’s important and your priorities...
Whether it’s a remortgage, if you are a first-time buyer, house mover, or looking to add protection into your financial planning, I can work with you every step of the way, providing the highest quality advice and service possible.
Financial planning can be time-consuming and stressful. I am here to alleviate these pressures and ensure that the process is a very positive, uncomplicated, informative, and professional experience.
Through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way, through either remote or face-to-face meetings, the choice is yours depending on which option suits you and your schedule best.
The aim of this is to put you in a fully informed position, to instil you with confidence and most importantly trust, which is vital a component of the client, advisor relationship.
For more than 2 years, I’ve been helping individuals and families reach their financial goals. After receiving my Certificate in Financial Planning from The Chartered Insurance Institute I became a qualified adviser. I’ve continually enhanced my knowledge, expertise, and experience through further professional development courses with the Chartered Insurance Institute and advising and guiding many clients through what has been an extremely volatile and a historically turbulent time financially.
I encourage you to take the time to explore my website and discover more about my professional service and advice process.
Qualifications
- CF6 - Mortgage Advice - Chartered Insurance Institute - 15/12/2021
- R05 - Financial Protection - Chartered Insurance Institute - 25/10/2021
- (R01) Financial services, regulation and ethics - Chartered Insurance Institute - 23/07/2021
- Bachelor of Science in Economics - Swansea University - 20/07/2020
Mortgages & Borrowing
Whether you are a first-time buyer or have a property portfolio, with the vast array of products and lenders, I can provide the specialist advice you need.
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.