As a Financial Adviser with True Potential Wealth Management, I am committed to delivering better value and choice for my clients. I strongly believe the first step toward this goal is by building a financial plan, then reviewing this plan over time and amending it when necessary as the changing life cards fall, as surely they will, in all our futures.
For me, planning for the financial future is more than just looking at numbers; it is the people and their ambitions behind the figures that matter the most.
I recognise everyone’s personal situation is unique, so I take the time to get to know my clients and find out what is important for them...
Right now, it could be securing a new mortgage or saving for children’s education but priorities will change. Securing a worry-free retirement will certainly be on everybody’s check list as will leaving a legacy for loved ones.
These are our financial aims and objectives and crucially they require a plan of action.
Our ambitions or goals will encounter many issues, requiring a robust financial strategy to successfully manoeuvre through the many potential obstacles to eventually achieve the best outcomes.
Managing wealth can be complex. I can simplify your life by addressing all aspects of your financial wellbeing from investments and insurance to tax and estate planning while offering exclusive opportunities.
Mortgage advice as well as Equity Release lifetime Mortgages are other areas I am qualified and authorised to provide financial advice and my clients particularly welcome me "unravelling the mortgage maze" for them.
Plus, with 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.
For over than 28 years, I have been helping individuals and families reach their financial goals by helping them build and adjust their financial plans. My qualifications include Financial Planning Certificates plus Mortgage qualifications eventually adding the Diploma in Regulated financial advice from the Chartered Insurance Institute (CII).
Experience in life is important too when you sit with clients and offer financial advice.
I have an enjoyable life with my wife of over 50 years, who we have had 4 children and now 10 Grandchildren who I am very proud of. Previous to becoming a financial adviser in 1994 my wife and I owned and ran retail shops for over 12 years and before that straight from school an apprenticeship I eventually became a precision engineer working in a toolroom in Patricroft Eccles.
