Jon White
DipFA CeMap
Financial Adviser with True Potential
With over 30 years of experience in the retail financial services industry, including two decades in the independent sector, I specialise in providing individuals and small businesses with comprehensive, long-term financial planning.
I have worked with a diverse range of clients, offering tailored advice to individuals, families, business directors, and retirees. My approach is holistic, focusing on growing and preserving wealth while ensuring financial security at every stage of life. I am committed to building long-term relationships, working closely with my clients to develop tax-efficient investment strategies, protect what matters most, and adapt financial plans to align with evolving goals...
In addition to my expertise in investment and retirement planning, I have specialist knowledge of NHS, Civil Service, and Local Government pension schemes. As a member of the Ethical Investment Association, I stay informed on ethical and environmental considerations that impact investment choices and performance, enabling me to offer responsible and sustainable financial solutions.
By combining experience, insight, and a client-focused approach, I strive to provide sound financial guidance that supports long-term prosperity and security.
- CII Level 4 Diploma in Financial Planning - CII - 13/12/2012
- DipPFS - PFS - 13/12/2012
- Regulatory Certificate - CII - 23/05/1994
- Financial Planning Certificate - CII - 17/10/2008
- Certificate in Life and Pensions - CII - 22/05/2012
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.
