Josh Balmforth
DipPFS
Financial Adviser with True Potential
I have dedicated most of my career to the financial services industry, spending eight years with a FTSE 100 company before joining True Potential in 2024. My approach to financial advice is holistic, helping clients navigate tax-efficient investment strategies, retirement planning, wealth retention, and protection to build a secure and prosperous future.
I primarily work with professionals who may struggle to find the time to manage their investments and portfolios effectively. My goal is to create a high-performing strategy tailored to their unique financial objectives, ensuring they stay on track to achieve their long-term aspirations...
The process begins with a series of three to four meetings, where we explore key areas where I can provide support. From there, we develop a bespoke financial plan designed to align with their goals, which we review regularly to ensure it remains the right strategy as circumstances evolve.
With True Potential’s award-winning technology and streamlined systems, I offer clients an innovative and accessible financial planning experience. Features like impulseSave® enable clients to top up their investments from as little as £1, helping them stay proactive in reaching their financial milestones at their own pace.
I invite you to explore my website and learn more about how I can help you and your family. Feel free to get in touch—I’d be delighted to discuss how we can work together to secure your financial future.
- DipPFS - CII - 01/01/2019
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.
