Lee Wyllie
Financial Adviser with True Potential
For more than 30 years, I’ve been helping individuals, families and businesses reach their financial goals in the Bristol, Bath and Gloucestershire area.
As a Financial Adviser with True Potential Wealth Management, I specialise in providing tailored advice on retirement planning and wealth management.
Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, or leaving a legacy to your loved ones, I can work with you every step of the way.
Managing your wealth can be complex and time-consuming...
I can help simplify your life by addressing all aspects of your financial wellbeing from consolidating multiple pension plans to providing access to diversified investment solutions through the largest and most respected Global Investment Managers.
With True Potential’s award-winning technology, customer service and investment choice. You’ll benefit from straightforward, transparent advice and 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.
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 in 2023.
In my spare time, I enjoy the great outdoors with my wife and dog Lola and watching rugby.
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 from my services. Your first meeting is complimentary and comes with no obligation.
- CII Level 4 Diploma in Financial Planning - The Chartered Insurance Institute - 30/05/2012
- Certificate in Life and Pensions - The 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.
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.
