Lee Fisher
Chartered Financial Planner
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 am committed to delivering exceptional value, personalised service, and a broad range of financial solutions tailored to each client’s needs.
With over 20 years of experience in the financial advice profession, I hold the esteemed title of Chartered Financial Planner. I also have an LLB Honours degree in Law from the University of Manchester and am a proud member of both the Chartered Insurance Institute and the Personal Finance Society.
My work focuses on advising individuals and businesses across a range of areas, including investment and pension planning...
I have a particular interest and specialism in Inheritance Tax planning and trust advice, where I often collaborate with other professional advisers such as solicitors and accountants to ensure the best possible outcomes for my clients.
By using True Potential’s award-winning technology, I’m able to provide clear, transparent advice in a simple and convenient way. Clients benefit from 24/7 access to their financial affairs, empowering them to stay informed, make confident decisions, and stay on track to meet their long-term goals.
Outside of the office, life is kept busy by my three children, and I enjoy spending time outdoors, making the most of the countryside whenever I can.
- Chartered Financial Planner - CII - 01/04/2019
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.
