Michael Atkins
Financial Adviser with True Potential
As a Financial Adviser with True Potential Wealth Management which is part of the highly successful True Potential group of companies, I’m committed to delivering excellent client outcomes and service which includes bespoke personal financial planning to help clients achieve their goals.
I have been providing face to face financial advice to clients for over 32 years working with Pearl Assurance, Wesleyan Financial Services and Black Horse Financial Services (Lloyds Banking Group). In 2001 I set up my own Independent Financial Advice practice and carried this good work forward in 2010 when I was invited to join St. James’s Place...
In a changing world of finance and regulatory changes I accepted the invitation to join True Potential in March 2024 to ensure my clients have a transparent cost and advice service.
Managing your wealth can be complex and time-consuming. With the experience and knowledge that I have gained over 32 years, I am able to address your financial planning goals and outcomes.
Furthermore, my clients can enjoy access and use of the award-winning True Potential technology which clients have access to using an app or web-based client site. As a result, my clients are well informed of their financial situation and have confidence with the financial goals they have set.
Prior to joining the financial services industry in 1992, I enjoyed a highly successful career in the Royal Navy serving on three Frigates (HMS Juno, Achilles and Brave), I travelled the world seeing different cultures and people and enjoyed serving my country.
My main areas of expertise include:
• Retirement Planning (Pre and Post retirement)
• Investment Planning
- Dip PFS - CII - 08/03/2012
- MAQ - CII - 11/04/2003
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.
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.
