Financial Adviser with True Potential
With eight years of experience in the financial services industry, I have had the privilege of helping numerous clients achieve their financial goals. Over the past two years, I have embarked on an exciting journey of building my own business, which recently led to the opening of our new office in Northowram, Halifax.
I am passionate about working with new clients to develop tailored financial plans that address their unique needs. Whether you are preparing for retirement, looking to protect your estate, or seeking a comprehensive review of your protection needs, I am committed to providing expert guidance and support...
If you have any questions or would like to explore your financial options further, I would be delighted to assist you in making informed and confident decisions for your financial future.
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.
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.
I can review all your accounts and create a bespoke plan that makes the most of your tax allowances and maximises the amount your beneficiaries can inherit.
I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
Wealth Management Partner
With over 30 years experience in the industry working with both private and corporate clients to address their goals and put together a financial plan to achieve them, I now work alongside Nancy to continue giving the best service possible to our clients.
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.
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.
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.
