Mike Black
Financial Adviser with True Potential
My role is to enable clients to make well informed decisions about their financial journey through various stages of life. It is crucial to my clients that their interests are paramount and through that simple premise, we build long-term relationships, founded on trust...
The type of questions I help my clients answer are as follows:
"When can I afford to stop working?"
"Can I help my children buy their first home?"
"Can we do anything about our potential Inheritance Tax Bill?"
"Are my savings safe and getting the best return?"
"What will happen to my family in the event of a catastrophe?"
All of these are concerns which will arise during this journey and guidance is key to understanding what the financial requirements will be and how resources can be harnessed most effectively towards achieving these and other goals.
My approach is very straightforward and guarantees that I am in a position to provide sound advice through careful preparation:-
► Understanding your goals by collecting all relevant information
► Analysing that relevant information
► Designing and implementing your agreed strategy
► Regular reviews to ensure consistency
Away from work I spend time with my wife. I’m a keen sports fan, play golf, tennis and cricket and sing in a local band.
- DipPFS - Personal Finance Society - 15/09/2015
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.
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.
