Neil Jaundrell
AWPETR, DipPFS, BSc.
Financial Adviser with True Potential
Based in Bridgend, I cover a wide geographical area with clients across South Wales, Bristol, Midlands and the London area.
Having served as a specialist Retirement, Pension and Investment Adviser in the Financial Services Industry for over 35 years, in the UK and overseas, it is always an honour and a privilege to help individuals, families and businesses reach their financial goals.
Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and pensions to tax and estate planning. Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what is important to you...
I have a wealth of experience and qualifications; I offer a commitment to all of my clients to provide the highest quality of advice to help them achieve their financial goals.
By working closely with you to ensure I really understand what is important to you, I aim to provide personally tailored solutions to meet your needs, encompassing the most tax efficient plans available. Such an approach to planning takes time, commitment and patience. Whether it's a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones, I can work with you every step of the way.
- Award in Pension Transfers (AwPETR) - London Institute of Banking & Finance (LIBF) - 18/07/2016
- Taxation, Trusts and Tax Compliance ~ Level 6 - London Institute of Banking & Finance (LIBF) - 20/07/2018
- Diploma in Regulated Financial Planning (DipPFS) - Chartered Insurance Institute - 05/11/2012
- BSc. Business Information Systems - University of Wales - 02/07/1993
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.
Inheritance, Estates & Tax
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.
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.
