Naithan Scullion

As an authorised Chartered Financial Adviser, I offer individuals, families and businesses a range of specialised planning services and pragmatic solutions professionally tailored to meet targeted goals.

The initial step in the financial planning process is an appraisal to get an understanding of your financial circumstances and personal listed priorities. Planning covers many aspects of life, hence the phrase coined in 1943 “from the Cradle to the Grave” emphasising the need for social insurance for all.

The managing of your finance is constantly changing and sometimes gets no further than the to-do list...

I can assist you to have full control over your finances and provide a review and advice across all aspects, such as; tax efficient investments, retirement planning, insurance needs, as wells as estate or inheritance tax planning on an individually tailored basis.

Aided by True Potential’s award-winning technology, I provide straightforward and transparent advice in a simple and convenient way, giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed and are empowered to reach your financial goals, leading you to make confident decisions.

I always had a keen interest in financial planning and was intrigued with setting goals, I got involved in the finance planning industry after leaving school and set myself the target to gain advanced qualifications, before becoming a Financial Adviser. In 2022, I formally completed the full Level 6 Diploma in Financial Advice, to gain Chartered status, with London Institute of Banking and Finance. Through working in a planning office I’ve continually enhanced my knowledge and expertise, pursuing professional courses from London Institute of Banking and Finance, along with industry events and formal training.

I encourage you to take the time to explore my website and discover more about our ‘Do More With Your Money’ service and how you can benefit.

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