Financial Adviser with True Potential
As a Fellow of the Personal Finance Society and a Chartered Financial Planner with True Potential Wealth Management, I believe that a highly qualified adviser who strives to help you to achieve the best outcomes for you and your loved ones is of the utmost importance.
Your personal goals and needs may change over the years therefore it is important to develop a long term trusting relationship to enable us to work together to continuously reach those goals.
Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from retirement planning to investments, insurance and tax and estate planning...
Through the use of True Potential’s 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.
I live in Leeds with my husband and my young daughter and spend my weekends walking our Labrador.
I am happy to travel to meet my clients which I have been doing for nearly a decade, having built my business on client referrals.
Please don't hesitate to get in touch for more information or for an initial no obligation meeting at my expense. I look forward to meeting you.
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.
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.
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.
I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
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.
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.
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.
