Lee Jordan
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 better value and choice for my clients.
I have over 17 years of experience in helping successful business owners and their families to protect and enjoy financial freedom. During my career, I have learned many important lessons about the importance of leading a balanced lifestyle. Part of this balance for me, includes a passion for Triathlon sports. In March 2019, I completed the Ironman New Zealand race. Since then, I have completed numerous Endurance events and overcome many physical events...
There are many similarities between quality Financial Planning and training for, and taking part in an Endurance event. They each require knowledge, dedication, determination, focus and a passion to succeed.
I am presently working towards obtaining the Certified Financial Planning qualification and have specialist expertise and knowledge in Pensions and Investments, Corporate Financial Planning and Tax Planning.
In addition, I also have the requisite qualifications, knowledge and expertise to advise upon Equity Release, Long Term Care Planning, Mortgages, Life & Critical Illness Protection and Income Protection.
I have been awarded the QCF Level 4 qualification by the CII (Chartered Insurance Institute) and hold the CII's Advanced Pensions Qualification (AF3). Outside of Work, you will find me training for an event or spending time with my family or travelling to a far flung location.....normally to participate in an event!
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 encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.
- AF3 - CII - 19/12/2013
- Long Term Care - CII - 10/10/2011
- DipPFS - CII - 30/10/2010
- Equity Release - IFS - 29/03/2008
- CeMAP - IFS - 03/04/2006
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.
Inheritance, Estates & Tax
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.
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.
