John Welsh
DIP PFS, MA (Oxon)
Financial Adviser with True Potential
I have over 20 years experience as a financial adviser and specialise in providing advice on pensions, savings and investments. I work with clients to achieve their financial goals; reviewing existing savings and investments, planning their retirement and managing ongoing pension benefits.
I treat every client as an individual and during our meetings I will take the time to understand your needs and circumstances, whether that be a worry free retirement, saving for something important or achieving better returns on your existing savings and investments. I can work with you every step of the way and when any advice or recommendation is given you will always have plenty of time to consider the options...
After completing my degree from the University of Oxford, I qualified as a financial adviser in 2004 and continued my studies with the Chartered Insurance Institute, completing my Diploma in Financial Planning in 2007.
Born and raised in Newcastle I currently live in South Gosforth with my wife and three children. In my spare time I enjoy playing and watching football, walking our cocker spaniel in Jesmond Dene and walking holidays to the Lake District.
I offer free initial consultations, either in-person, video-call or over the phone, depending on your needs and preferences.
- Diploma in Financial Planning - CII/PFS - 21/06/2007
- Bachelor of Arts - Oxford University - 01/06/2003
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.
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.
