Liam Wood

As a Chartered Financial Planner with True Potential Wealth Management, I believe that advice from the most qualified adviser should be the minimum requirement for your finances. I stand out as one of the few regulated advisers holding a Master’s Degree in Financial Planning and Business Management, the Chartered Financial Planner designation, and being a Fellow of the Personal Financial Society.

Financial planning is more than just numbers; it’s about the people and goals behind those figures. Everyone’s situation is unique, so I take the time to understand what’s important to you...

Whether you’re aiming for a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a successful business, or leaving a legacy, I will work with you every step of the way.

Using True Potential’s award-winning technology, I provide straightforward and transparent advice in a simple and convenient manner, with 24/7 online access to your complete financial affairs. This ensures you are better informed, confident, and empowered to reach your financial goals. Managing your wealth can be complex and time-consuming, but I can simplify your life by addressing all aspects of your financial well-being.

For nearly a decade, I’ve been helping individuals and families achieve their financial goals. I continually enhance my knowledge and expertise through industry events and formal training. I encourage you to explore my website to learn more about my ‘Beyond Wealth Management’ service and how you can benefit.

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