Matthew Plowman

As a Financial Adviser with True Potential Wealth Management, I’m committed to providing the most bespoke plans to reach my clients goals whilst delivering tailored ongoing support with that personal touch to every client.

My specialist areas of advice are: Pensions & Retirement Planning, Savings and Investments, Pension Transfers, Pension Consolidation, Limited Company Pension Contributions, Tax Planning and Personal and Business Protection.

I pride myself upon creating lasting meaningful relationships with each and every client I service to ensure I am able to guide them towards their financial goals...

Being still in the early stages of my advice career, my niche is that I aim to build lasting relationships with clients which will only grow over the next 30 years to ensure I am with them on every step of their journey towards their financial goals.

It is vital to understand that everyone’s situations are unique and therefore I prioritise getting to know each and every one of my clients to really find out what it is that’s important to them so a financial plan can be produced to really focus on the client goals. This could be retirement planning, saving for a dream holiday, living a stress-free retirement with no financial worries, pension consolidation, protection planning, or ensuring you leave behind a legacy for loved ones. Whatever it may be, I can provide the support every step of the way to ensure these goals are reached.

Based in Cardiff, I offer my services throughout South Wales, the Bristol area as well as the South West, with my childhood roots being back in East Devon. With the use of technology, I also have clients spread across the UK and I am able to provide the same great service and value to clients no matter where their location. If you feel I could provide value to your financial goals, then please do take the time to view my website and view the service offered on the True Potential platform.

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