Financial Adviser with True Potential
I'm a dedicated Chartered Financial Planner with a genuine passion for helping people navigate their financial journeys. My approach is rooted in integrity and a deep commitment to my clients' well-being. I believe in crafting bespoke financial plans that truly resonate with each individual's dreams and aspirations. With years of experience and a keen eye for detail, I make the complex world of finance accessible and understandable. Let’s work together to turn your financial dreams into reality.
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.
Administrator
Lydia has spent the last 20 years navigating the world of finance. Her journey has been all about delivering top-notch customer service and making sure that our advisers are on their A-game, ensuring they offer the best support possible.
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.
