Lee Kirven
Financial Adviser with True Potential
Over the past 16 years, I have had the pleasure of helping people plan and achieve their financial goals. During this time, I have become a trusted financial advisor to a wide range of individuals and families.
I specialise in helping people plan for retirement and, increasingly, with clients looking to retire early. This involves creating simple but elegant retirement plans so my clients can retire confidently.
- 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
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.
