Financial Adviser with True Potential
My passion is to help clients increase their wealth, exceed their financial goals and lead happy and fulfilled retirements. This ethos has always been at the heart of my business. I feel privileged to have been a part of my client’s journeys and see their aspirations become reality. I will help you understand all your options, in a clear and transparent way, allowing you to make an informed decision about what is right for you and your family.
As a Partner at True Potential Wealth Management and with over 25 years’ experience, I will offer you support that is valuable, affordable, and tailored to suit your current and future plans...
I will take the time to understand what is important to you and make the advice process simple and worry-free.
I work with True Potential Wealth Management who are one of the largest providers of financial advice in the UK, offering strength and security for your investments. We manage over £30 billion of client’s assets, nationwide and are one of the few remaining, leading specialists, offering advice on Defined Benefit/Final Salary pensions. We have an award-winning platform where your pensions and investments will be held, and use some of the most reputable, world-renowned investment houses within our carefully selected and managed investment portfolios. These portfolios will be tailored around your appetite to risk, and you will be able to access all your pensions and investment assets in one place, using our straightforward but innovative technology.
If you would like to have a no-obligation, no cost, initial conversation where we can meet and get to know one another, then please do get in touch and I will be delighted to help. Let’s start your financial journey and make your wealth flourish and prosper.
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 provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
Paraplanner
Kieran has worked for me as a paraplanner for over 10 years, providing a high level of service to my clients. He takes time to understand their needs so he is able to carry out a wide range of administrative tasks to help my clients...
He is now also a fully qualified level 4 financial adviser with True Potential.
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.
