Luke Zorab
DipPFS
Financial Adviser with True Potential
I started my career in the Royal Air Force, completing officer training in 2004, before deciding that I wanted to be based where I grew up in Cornwall. I love the sea and enjoy sailing in the Helford River and windsurfing when the water is not too cold.
I have worked in financial services for 17 years, initially working as a foreign exchange broker, before transitioning into wealth management. This decision was easy to make because I am passionate about helping people with their finances and take pride in explaining things clearly...
Family is important to me and I very much understand how families have had to adapt to changes in the financial world and planning to meet the different needs of the generations as they progress through their investment and retirement journey.
- Diploma in Regulated Financial Planning - Chartered Insurance Institute - 03/12/2021
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.
