Nicholas Corfield
Financial Adviser with True Potential
As a Financial Adviser with True Potential Wealth Management, part of the highly successful True Potential group of businesses, I’m committed to delivering better value and choice for my clients. For more than 25 years, I’ve been helping individuals and families reach their financial goals. After receiving my Diploma in Financial Planning from the Chartered Institute of Insurance to become a qualified adviser, I’ve continually enhanced my knowledge and expertise through industry events and formal training.
For me, planning for a clients financial future is more than just looking at numbers; it’s their goals and aspirations that matter the most...
Creating a financial plan for clients requires a knowledge and understanding of their desired destination.
Recognising that everyone’s personal situations are unique, I invest time in getting to know them and what their priorities are. Whether its a worry-free retirement, saving for their children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to their loved ones or a cherished cause, I work with them every step of the way.
In addition, through the use of True Potential’s award-winning technology, I provide straightforward and transparent advice in a simple and convenient way, along with giving them 24/7 online access to their complete financial affairs. As a result, they are better informed, confident and empowered to reach their financial goals.
Please take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.
- DipPFS - CII - 02/01/2013
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.
Mortgages & Borrowing
Whether you are a first-time buyer or have a property portfolio, with the vast array of products and lenders, I can provide the specialist advice you need.
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.
