DipFA
Financial Adviser with True Potential
Your retirement shouldn't be a mystery. I help people untangle old pensions and build a clear plan for your next chapter.
As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to helping clients take control of their financial future with clarity and confidence.
With over 30 years of experience in financial advice, I specialise in pension and estate planning, combining deep technical knowledge with a personal, goal-driven approach. I believe the numbers matter—but it’s the “why” behind them that drives a meaningful financial plan...
I achieved Certified Financial Planner™ status in 2004 and am currently working toward Chartered status, ensuring my advice is always informed, forward-thinking, and aligned with the highest professional standards.
Using cash-flow modelling and the latest financial planning tools, I help clients explore tailored ‘what if’ scenarios so they can make well-informed decisions. Whether you’re preparing for retirement, passing on wealth, or managing your finances with confidence, I’ll be with you every step of the way.
Through True Potential’s award-winning technology, I offer simple, transparent advice and 24/7 online access to your financial plan—so you’re always informed and in control.
Outside of work, I’m a devoted family man, chair of governors at my son’s school, and an advocate for personal wellbeing, with a daily focus on fitness and mindfulness.
I invite you to explore this site to learn how I can help you build a financial future that reflects your goals and values.
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.
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.
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.
I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
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.
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.
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.
