Lee
Jon provided an overview of all my existing pensions, along with savings and investments that I held as well. He gave me valuable advice and guidance, which I have taken up.
Jon Andrews
DipFA, CeFA, CeMap, MLiBF
Financial Adviser with True Potential
Solihull, Midlands
With over 20 years of experience as a Financial Planner, I have been dedicated to helping individuals, families, and businesses across the Midlands achieve their financial goals. My commitment to professional excellence is reflected in my qualifications and adherence to ethical best practices, ensuring you receive trusted, tailored advice that puts your needs first.
My approach is based on building long-term relationships with my clients, providing a reliable source of guidance as their financial circumstances evolve over time. I pride myself on clear, straightforward communication, ensuring you fully understand your options and feel confident in your financial decisions...
Recognising that every client’s situation is unique, I take the time to understand what matters most to you and your family. Whether it’s planning for a comfortable retirement, realising lifelong ambitions, or securing a legacy for loved ones or a cherished cause, I’ll work closely with you to create a personalised strategy.
I specialise in simplifying the complexities of wealth management, offering comprehensive support across pensions, investments, insurance, tax planning, and estate planning. Using advanced cashflow modelling tools, I help you visualise your financial future, ensuring you can enjoy your retirement and pursue your dreams without the fear of running out of money.
Outside of work, I’m a family man, married with two children, and enjoy staying active through golf, running, and long walks with our Labrador. My personal values of trust, integrity, and dedication extend into my professional life, where I am committed to helping you achieve financial peace of mind.
Qualifications
- DipFA - LiBF - 10/11/2011
- CeFA - LiBF - 13/11/2008
- CeMAP - LiBF - 22/03/2004
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.