Mark Vincent
Financial Adviser with True Potential
I’ve been helping individuals and families reach their financial goals for over 25 years. After obtaining my Financial Planning Certificate from the Chartered Insurance Institute, I became a qualified adviser and have pursued professional courses from various institutions enabling me to advise on Mortgages, Lifetime Mortgages and Immediate Care Annuities in addition to the usual advice areas of Life Protection, Pensions, Savings and Investments.
Since that time, I’ve continually enhanced my knowledge and expertise through industry events and formal training and have recently passed specialist examinations relating to at retirement options.
Married to Julie, we enjoy holidaying, socialising and long countryside and beach walks...
I am a keen golfer, and a member of both Cobham Sports and Social Club and The Colliton Club Golf Society.
- Diploma in Investment Planning - AIFA - 19/04/2012
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.
Mortgages & Borrowing
Whether you are a first-time buyer or have a property portfolio, with the vast array of products and lenders, I can provide the specialist advice you need.
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.
