Joanne Woods
Chartered Financial Planner FPFS
Financial Adviser with True Potential
As a Chartered Wealth Manager and a Partner at True Potential Wealth Management, I have the proposition and technology to offer clients excellent, holistic advice, and an ongoing service.
Plus, through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way and give you 24/7 online access to your complete financial affairs. As a result, you will be better informed, more confident, and empowered to reach your financial goals. The site also allows documents and correspondence to be held without excessive and usually unnecessary paperwork...
I am based in Falkirk but travel to the Stirling area on a regular basis and have clients and companies I work with across Scotland.
I understand that everyone’s personal situations are unique, and I will take the time to get to know you and what’s important to you. Whether it’s planning for retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.
Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from Retirement Planning, Investments and Insurance, to Tax and Estate Planning while offering exclusive opportunities.
I have extensive experience (30 years as a Financial Advisor) in dealing with onshore and offshore investments, tax wrappers, IHT planning, protection (personal & business), pensions and at retirement planning.
I have the Level 6 Award in Pension Transfers as well as being a Fellow of the Personal Finance Society, one of the highest levels of qualification in Financial Advice.
I am qualified to deal with all types of pensions including Defined Benefit (Final Salary) schemes. Pension freedoms have made a massive impact on advice and it is a very important area to have clear goals which are well managed and monitored.
I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.
I pride myself in offering the highest level of service to my clients and value any referrals received through my clients or professional contacts.
- Chartered Financial Planner - Chartered Insurance Institute - 01/08/2011
- Fellow of the Personal Finance Society FPFS - Personal Finance Society - 02/07/2012
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.
Inheritance, Estates & Tax
I can review all your accounts and create a bespoke plan that makes the most of your tax allowances and maximises the amount your beneficiaries can inherit.
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.
