Lewis Southern
Cert CII Dip PFS
Financial Adviser with True Potential
I am a certified financial planner with True Potential Wealth Management and have followed in my mother’s footsteps in becoming a financial adviser after seeing the valuable difference she has made to clients over the last 25 years.
My services include retirement planning, investment management, tax efficient strategies and estate planning. I work closely with clients to understand not just their financial objectives, but also the personal values and life aspirations behind them.
I am dedicated to delivering exceptional value, choice and results for my clients. 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, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.
With 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.
Outside of my professional life, I enjoy spending time with my partner Sophie, our two children Mia and Luca and walking our dog Olive. I also enjoy a round of golf.
- Cert CII Dip PFS - Chartered Insurance Institute - 11/08/2023
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.
