Matthew Rogers
Financial Adviser with True Potential
After joining the financial services industry in 1997, I have provided many areas of financial advice to a wide range of clients, including pension, investments, protection and mortgage advice to name a few. I possess the IFS Level 4 Diploma for Financial Advisers and am also qualified and licenced to provide advice on Equity Release, an area that is becoming ever more popular. I work closely with my existing clients to ensure that their investment and retirement goals remain realistic and achievable by attending regular reviews.
- Level 4 Diploma for Financial Advisers - IFS - 10/06/2010
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.
Mortgages & Borrowing
Whether you are a first-time buyer or have a property portfolio, with the vast array of products and lenders, I can provide the specialist advice you need.
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.
