Financial Adviser with True Potential
As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.
I enjoy taking the time to get to know you and what’s important to you as I understand everyone’s circumstances are unique and individual. Managing your wealth and keeping track of existing policies can be complex and time-consuming so I aim to simplify this area for you by addressing all aspects of your financial well-being...
From planning a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can assist you every step of the way.
For more than 35 years, I’ve been helping individuals and families reach their financial goals. I started my own financial advisory business in 1986 based in Bradford where I built up long-lasting relationships with my clients. I then received my Diploma in Financial Planning from CII and became a qualified adviser. I have kept competent adviser status throughout my career by attending industry events and formal training and I have subsequently joined True Potential Wealth Management where I became a partner in 2019.
I encourage you to take the time to explore my website and discover more about my ‘Do More With Your Money' service and how you can benefit.
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.
Wealth Management Partner
Having worked alongside Matthew for 8 years now, I have learnt from his wealth of experience. I enjoy meeting and helping new clients with their financial planning whether that be preparing for their retirement, putting together a plan to protect their estate or to review their protection needs.
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.
