Tell me your goals

Nick Walton

Financial Adviser with True Potential

Sheffield, South Yorkshire
Headshot of Nick Walton

I have over 34 years' experience in the financial services industry. I am an active member of The Chartered Insurance Institute and hold the Level 4 Diploma in Financial Planning. I previously held various roles across South and West Yorkshire within NatWest Bank PLC, spanning a career of 23 years, achieving the position of Financial Planning Manager in 2005. Having left the Bank in 2012 I became an Independent Financial Adviser for a further 10 years. Working for True Potential as a Wealth Management Partner since 2022, my commitment is to offer a professional and friendly service to both new and existing clients.

Areas of advice include: - Savings & Investments, Pensions and Life Assurance...

I have three daughters, Molly, Harriet & Olivia together with Esme (our 3 year old Sproodle). I support Barnsley FC and follow our local grassroots football team Penistone Church FC and enjoy (sometimes!) playing golf and attending live music events.

Qualifications
  • Level 4 Diploma in Financial Planning - CII - 30/07/2012

My Services

Investment & Savings

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

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

Protection

I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.

Why True Potential?

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 are award winning

19 awards
19 industry awards won in 2024

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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 provide innovative investments

£33 billion
Invested with over 550,000 clients

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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.

We build revolutionary technology

8 million
Over 8 million logins in 2024

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Get Started

Tell me your goals

Reach your True Potential.

We all have goals in life that we would like to achieve, these can range from long term retirement plans, being able to grow your finances, or to give something to the next generation. However, the longer you wait to act, the more difficult if could be to achieve these goals.

Please get in touch and I can help put together a plan to set you on the right path to achieving your financial goals.

Call me on 07867307277

How can I help you?

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Client testimonials

Sue

Always there at the end of the phone when needed. Looks after the money and Keeps you updated with how things are. Explained everything after my hubby died so I knew what I had and what to do.

Michael

Nick is a reliable and well informed financial advisor. No matter how trivial your questions might seem he will always give you an answer straight away. I would recommend him if asked if I know a financial advisor.

Jon

Nick has been providing financial advice for myself now for many years, Nick is always on hand be it phone, text or email and you can be sure that the advice and services he provides are first class.

Jean

I have known Nick for over 15 years. He was my financial advisor at Natwest bank and now at True Potential. Nick has always been very professional, approachable, supportive, understanding and caring. He fully explains everything, listens to your concerns and helps you set and achieve your goals...

Highly recommend.

Karen

Nick is a very professional advisor he is very helpful explains everything very clearly you can ask him anything and always give good advice.

Ian

We have known Nick for about 20 years. He has helped us many times with his expert financial advice. He is always happy to help and easy to talk to. It’s a good job we have him because we would be lost in the financial maze if it weren’t for him. Would recommend Nick to anyone.

Craig

Nick's knowledge, professionalism and warm personality are just 3 of the many reasons why I have used his services for all these years. I cannot recommend him highly enough.

Steve

Back in late 2014 when looking to consolidate my savings & pension pot, with a view to solidifying the same & planning my retirement, I first followed the advice on the gov.uk website on how to vet & find a IFA...

I eventually settled on taking advice & service from Regina & Nick, his understanding of my varied needs were carefully explained, allowing me the time to digest & consider my options fully. I understand that any investment may fluctuate but my experience has only been a positive one, so much so that I followed Nick & moved my investments to True Potential where I remain to this day.

Roger

Nick has provided an excellent personnel service and gone above and beyond to help us out with our pensions, answering and dealing with all requests in a pleasant and professional manor...

I trust Nick's advice and judgement and would recommend his services to anyone who needs help regarding their pensions

Andy

When I retired 5 years ago I wanted to amalgamate my pension pots so as to be able to draw down cash every year but had no idea how to go about it, luckily I found Nick who sorted it all out for me. Nick is patient and explained everything and the best options for me...

Nick is very knowledgeable and can always answer any questions I have in a professional but friendly manner and would recommend him to anyone who is looking for pension help and advice.

Janet

Nick has been my trusted adviser for nearly 10 years. In that time, he has given me excellent service and always with a friendly smile. I would recommend him to anyone.

Sheelagh

Nick was recommended to us by our mortgage provider and we are delighted with the help he’s provided for us earlier this year. It took a weight off our minds and cleared the ‘fog’ from our previous financial provider...

His guidance gave us the information we needed to make a clear decision to move forward with our finances and we now look forward to a prosperous future working alongside him.