Neil Lacey
Financial Adviser with True Potential
I have worked in Financial Services since 1992, starting my career with Prudential and have been working with True Potential for the last 12 years. I am based on the Isle of Wight, living in Ryde and having an office in Newport although I do have clients all across the UK. My main aim since my early days of advising has always been to build a good and honest working relationship with my clients and to hopefully guide them through all stages of their financial lives. This can hopefully be backed up by my longevity in the industry.
I am married with 3 older children and enjoy all live sports, being a season ticket holder at my local football club...
Our main family sport is swimming with my children, my wife and myself being involved in the sport either at a competitive level, teaching level or coaching level for our local club and I am also the lead coach for Down Syndrome Swimming Great Britain.
- Diploma for Financial Advisers - LIBF - 07/10/2010
- Certificate in Regulated Equity Release - CeMAP - 23/01/2008
- Certificate in Lifetime Mortgages - CeMAP - 02/04/2007
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.
