Marcus Brown
DipPFS
Financial Adviser with True Potential
As a qualified Financial Adviser, I have devoted most of my working life , now spanning close to 39 years, helping individuals and families reach their financial goals.
Over the years I have worked with some of the most recognised High Street Banks and Building Societies, gaining numerous qualifications and experience along the way. The last 15 years, I made a decision to develop my own business working with a couple of the largest networks within Financial Services, building strong professional relationships with a number of my own personal clients...
Around 8 years ago, I made an important decision to join an organisation I know that I can trust to work with me, in order to provide the high levels of service I expect my clients to receive, I now work as a Wealth Partner (Financial Adviser) with True Potential Wealth Management LLP, part of the highly-successful True Potential group of companies, allowing me more commitment and time to delivering better value and choice for my clients.
Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from Retirement Planning and Pension Consolidation, Investments and Insurance to Tax and Estate planning, by offering a Personal Financial, one to one service.
Plus, through 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.
- FPC 1, 2 and 3 - The Chartered Insurance Institute - 31/07/1996
- Level 4 Diploma - CII - 21/10/2011
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.
