Lewis Midgley
DipPFS
Financial Adviser with True Potential
Do you have a financial life plan which puts you in control of your life and provides financial peace of mind?
If your plans do not offer both, or you have no plans at all. Then I should be able to help.
My main aim as your financial adviser/planner is very simple, it is to help you live a life free from financial worries.
I view your financial life plan as a process and one I work with you every step of the way. Financial planning puts you in control. Rather than letting life events happen to you, great planning will allow you to mitigate risks and seize opportunities.
Before creating a financial plan, I take the time to understand you, your circumstances, what's important to you and your aspirations...
This step is integral in building a financial plan tailored specifically to you.
My goal is to help you live the life you truly wish to live by working collaboratively to set your goals and plan effectively to meet them, adapting over time to meet your changing needs.
In order to execute these plans, I offer advice on:
- Investments & Pensions (including Defined Benefit Pension Schemes/Final Salary Pension Schemes)
- Retirement planning
- Estate planning
- Behavioural investment coaching.
- Protection/Insurance
I primarily work with business owners, solicitors, accountants, individuals in senior management roles and retirees.
I am based in the North East, however I provide advice and planning to clients throughout the UK.
I have been a financial adviser at True Potential Wealth Management since 2019. I am currently 30 years old, which means I have the rare opportunity in my field to go on your whole financial journey with you and the next generation of your family.
Your initial meeting with me is free of charge and comes with no obligation.
Everyone should have a plan. If you don't, all it takes is a 20-minute call to gets things started.
- (AF8) Retirement income planning - CII - 09/03/2020
- CII Level 4 Certificate in Pension Transfer Advice - CII - 12/01/2019
- CII Level 4 Diploma in Regulated Financial Planning - CII - 14/08/2018
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.
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.
