Julian Friel
DipPFS, Cert CII (MP&ER)
Financial Adviser with True Potential
As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.
All of my clients come to me from personal recommendations, so the chances are you are reading this as one of my clients has told you about me.
Managing your wealth can be complex and time-consuming, particularly dealing with the recent changes to pensions. I can simplify this by advising on retirement planning, investments, mortgages and protection...
Plus, through the use of True Potentials award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.
With 40 years’ experience in the Financial Services business, 22 of which I have been advising clients, I am well placed to help you with your financial planning.
- CII Level 4 Diploma in Financial Planning - The Chartered Insurance Institute - 30/11/2012
- Cert CII (MP & ER) - The Chartered Insurance Institute - 15/08/2016
- CII Level 3 Certificate in Equity Release - The Chartered Insurance Institute - 12/08/2016
- CIB Level 3 Certificate in Mortgage Advice and Practice - Institute of Financial Services - 29/01/2004
- Financial Planning Certificate - The Chartered Insurance Institute - 31/05/2002
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.
Mortgages & Borrowing
Whether you are a first-time buyer or have a property portfolio, with the vast array of products and lenders, I can provide the specialist advice you need.
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.
