Mark Anderson
DipFA, PETR
Financial Adviser with True Potential
I am a Diploma-qualified Financial Planner with True Potential Wealth Management, a part of the highly regarded True Potential group of companies. I am dedicated to ensuring that my clients’ financial strategies are optimised, enabling them to fully realise their aspirations and goals in life.
After leaving secondary school at the age of 17, I pursued a degree in Medicinal Chemistry at the University of Glasgow, where I earned an Honours Degree four years later. While I thoroughly enjoyed the subject, I recognised that my true passion was in finance and helping individuals achieve their financial objectives. As a result, I transitioned into the financial advisory sector...
For the first seven years of my career in financial services, I worked with two prominent blue-chip firms in the UK. In 2014, I established my own financial advisory practice, providing tailored financial planning services for both individuals and businesses.
I believe in the importance of understanding my clients as individuals. Recognising that each person’s financial situation is unique, I take the time to truly understand your priorities and goals. This allows me to craft personalised strategies that align with your needs, ensuring that you make the most of your financial resources both now and in the future.
The growth of my business has largely been driven by referrals from satisfied clients, a testament to the quality of service I provide. I consider it a privilege to be entrusted with my clients’ financial planning, and many of them have become close personal friends. I take great pride in working with, and for, people I value deeply.
Leveraging the award-winning technology offered by True Potential, I am able to deliver clear, transparent, and actionable advice in a way that is accessible, convenient, and in tune with the demands of today’s investors. This enables you to make informed decisions with confidence, empowering you to achieve your financial goals.
- The Diploma for Financial Advisers (DipFA) - The London Institute of Banking & Finance - 06/09/2012
- Level 6 Award in Pension Transfers (AwPETR) - The London Institute of Banking & Finance - 28/07/2016
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.
