DipPFS
Financial Adviser with True Potential
With over 25 years of experience in financial services, I specialise in providing tailored advice on pensions, investments, and retirement planning to individuals and businesses across the North West of England. As a Financial Adviser at True Potential Wealth Management, I am dedicated to helping my clients build, protect, and preserve their wealth through strategic, personalised planning.
I take pride in my commitment to delivering clear and transparent advice, ensuring that my clients feel confident in every financial decision they make.
In my spare time, I enjoy running and keeping fit, I have completed several marathons. I’m also an avid supporter and season ticket holder of Manchester City football club...
I enjoy my holidays abroad with the family making memories.
With a client-first approach and a passion for helping people achieve financial security, I am here to guide you through every step of your financial journey.
Many of my clients actually turn into being good friends.
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.
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.
