Matthew Day
Financial Adviser with True Potential
With over 25 years of experience in the financial services industry, I provide my clients with better value, choice, and personalised advice.
Financial planning, for me, is about getting to know you, understanding your values and building lifelong relationships with you and your family.
Wealth management can be complex, but I aim to simplify this to help you understand how your financial plans are working for you. I will support you throughout the different stages of your life to ensure that you remain on track with your goals whether that is saving for retirement, investing for your future, leaving a legacy or protecting your family we will collaboratively put together a bespoke plan that works for you...
Our meetings can take place in a way that suits you including face to face meetings at your home or place of work as well as remote appointments via video call.
I have experience of advising clients through the financial crisis in 2008 and the Global Pandemic, I understand that having someone to speak to when you need it most is vital in building confidence and control over your money.
Using True Potential’s award-winning technology, I offer transparent advice and 24/7 online access to your account, to keep you informed and confident in reaching your goals.
I hold the Diploma from the London Institute of Banking and Finance, and I have focused on developing my skills over many years to ensure I remain up to date with the latest industry developments.
In my free time, I enjoy spending time with my wife and daughter along with our two dogs. I play guitar and love music as well as travelling to new places.
I look forward to meeting you soon.
- Level 4 Diploma for Financial Advisers - IFS/LIBF - 09/05/2011
- CeMap - IFS/LIBF - 27/07/2004
- Certificate for Financial Advisers - LIBF - 10/08/2006
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.
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.
