Marcos Diaz-Sanchez
Dip PFS
Financial Adviser with True Potential
With nearly 28 years of experience as a financial adviser, I’ve had the privilege of helping clients across the UK achieve their financial goals through smart, tailored planning. Formerly the owner of a large advisory practice, I now focus predominantly on working with high-net-worth individuals and business owners, guiding them with investment, pension, and retirement strategies that are both effective and tax-efficient. I also work closely with business owners to ensure they and their companies are properly protected through the right insurance solutions. A key part of my work also involves helping clients pass on their wealth smoothly and efficiently to the next generation, ensuring their legacy is protected...
I pride myself on the long-standing relationships I’ve built with my clients, many of whom I’ve advised for decades. Alongside my brilliant dedicated team, Abi and Maria, we are committed to delivering an exceptional, personal service at every stage.
We believe that integrity, clarity, and transparency should underpin everything we do in order to deliver exceptional client outcomes
On a personal note, I’m a proud husband and father to three boys. Like many of us my family is at the heart of everything I do. I’ve been with my wife Maria for over 35 years, she also works with me, and our two eldest sons are now building successful lives of their own. Our youngest, who is 15, has complex learning difficulties and although challenging, this brings both perspective and purpose to our life.
Outside of work, I’m committed to keeping strong and healthy, training in the gym three to four times a week and fitting in a few runs where I can. I also love golf, even if life doesn’t leave much time to play these days.
- Financial Planning Certificate - CII - 25/08/1998
- Certificate in Life and Pensions - CII - 15/03/2012
- Level 4 Diploma in Financial Planning - CII - 02/07/2012
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.
