Manage Cookie Preferences

To understand how people use our site and improve your experience on our website, we use cookies. Please choose which types of cookies you’re happy with – you can change your selection at any time. To learn more, read our Cookie Policy.

Strictly necessary cookies.

Always active

These are cookies that are essential in providing specific services you have requested from us. For example: Remembering information, you have entered on online application forms when you navigate to different pages in a single web browsing session.

Analytical or performance cookies.

These improve our website by collecting information about how you use our website. For example: Understanding what interests our users so that we can deliver the content and level of service you expect from us.

Functionality cookies.

Always active

These are used to recognise you when you return to our website. These enable us to remember your preferences. It is not currently possible to turn these cookies off.

Targeting cookies.

These cookies are used to understand how you use our website and to provide you with more relevant advertising and promotions as well as help measure the effectiveness. We may also share this information with third parties for this purpose.

Get in touch

Lee Kirven

Financial Adviser with True Potential

Lichfield, Staffordshire
Headshot of Lee Kirven

For the past 18 years, I’ve had the pleasure of helping people plan and achieve their financial goals. During this time, I’ve become a trusted financial planner to a wide range of individuals and families.

I specialise in helping people plan for retirement and increasingly advise clients looking to retire early. This involves creating simple but elegant retirement plans meaning clients can retire with confidence.

Based in the heart of Lichfield, I help people achieve their dreams through tailored financial planning.

I thrive on helping people accomplish their goals. Whether that’s early retirement or simply growing their wealth, I'm here to support you.

Qualifications
  • CII Level 4 Diploma in Financial Planning - The Chartered Insurance Institute - 02/07/2012
  • Certificate in Life and Pensions - The Chartered Insurance Institute - 07/05/2012
  • CII Financial Planning Certificate - The Chartered Insurance Institute - 23/05/2005

My Services

Investment & Savings

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

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

Protection

I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.

Why True Potential?

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 are award winning

19 awards
19 industry awards won in 2024

Find out more

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 provide innovative investments

£33 billion
Invested with over 550,000 clients

Find out more

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.

We build revolutionary technology

8 million
Over 8 million logins in 2024

Find out more

Get Started

Get in touch

Reach your True Potential.

We all have goals in life that we would like to achieve, these can range from long term retirement plans, being able to grow your finances, or to give something to the next generation. However, the longer you wait to act, the more difficult if could be to achieve these goals.

Please get in touch and I can help put together a plan to set you on the right path to achieving your financial goals.

Call me on 07957615338

How can I help you?

* Indicates required fields

Our website uses cookies to help personalise your experience with True Potential. By clicking "Accept all", you consent to our use of cookies. You can choose to control which cookies we use at any time, by clicking "Manage Preferences". If you choose not to accept some cookies, please note you may experience more limited functionality on our website. To learn more, read our Privacy notice.

Accept all Reject all Manage Preferences