John Hughes
Financial Adviser with True Potential
I am dedicated to building strong, lasting relationships with my clients by providing clear and insightful financial advice. My goal is to help you achieve financial security and peace of mind through personalised service and expert guidance.
My responsibilities include:
Personalised Portfolio Management: Handling the investment portfolios of clients and ensuring their financial needs are met through personalised, face-to-face interactions.
Client Engagement: I maintain long-term relationships by regularly reviewing and reaching out to all clients, including those who may not have been contacted recently...
Team Collaboration: I foster a supportive and dynamic team environment, acting as the go-to person for complex investment questions from both colleagues and clients.
I believe in a client-first approach, where your needs and goals are at the forefront of everything I do. By combining my expertise with a deep understanding of your unique financial situation, I aim to provide solutions that are both effective and easy to understand.
- Level 4 Diploma for Financial Advisers - IFS School of Finance - 08/07/2010
- Financial Planning Certificate - The Chartered Insurance Institute - 03/03/1997
- Certificate in Mortgage Advice - Chartered Insurance Institute - 29/08/2018
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.
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.
