Lee Barrow
Financial Adviser with True Potential
As a Partner of True Potential Wealth Management, I am committed to delivering better value and choice for my clients.
Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what's important. I can help you plan and form realistic and achievable goals which can be amended as your life and plans evolve.
Managing your wealth can be complex and time-consuming. Using True Potential’s award-winning technology, customer service and investment choice. 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.
True Potential’s investment portfolios are tailored towards all areas of risk, and use some of the largest and most respected global investment houses. We are experts in managing clients money and have the systems and resources in place to do this effectively, which is reflected in our excellent performance track record.
True Potential is rated as excellent in Trustpilot with over 11,000 client reviews.
For more than 30 years, I’ve been helping individuals, families and businesses reach their financial goals in the Bristol, Gloucestershire and Bath area. After receiving my Diploma in Financial Planning from The Chartered Insurance Institute and The Association of Professional Advisers, I became a qualified adviser. Since that time, I’ve continually enhanced my knowledge and expertise through industry events and formal training.
Following a successful career with the HSBC Bank, I co-founded Insight Financial Advice in 2013 which was successfully run until the decision to become a Wealth Partner with True Potential Wealth Management.
I encourage you to take the time to explore my website and discover more about our ‘Do More With Your Money’ service and how you can benefit.
- CII Level 4 Diploma in Financial Planning - Chartered Insurance Institute - 30/05/2012
- Certificate in Life and Pensions - Chartered Insurance Institute - 06/06/2011
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.
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.
