Tell me your goals

Oliver Franks

Financial Adviser with True Potential

Gloucester, Gloucestershire
Headshot of Oliver Franks

As a Regulated Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group, I am committed to delivering superior value and choice for my clients. By combining industry expertise with innovative technology, I offer financial solutions built for the future and that of my clients.

I offer personalised financial advice to help you achieve your aspirations and objectives. I provide clear, expert and relevant knowledge to enable you to grow protect and persevere your wealth.

Managing your wealth can be complex and time-consuming. Together we can simplify and address all aspects of your financial well-being...

Whether it’s a worry-free retirement, saving for your children’s education, making sure your family or business are protected, or leaving a legacy to loved ones, I can work with you every step of the way.

Using True Potential’s award-winning technology, I provide transparent advice in a simple and constructive way. Clients have 24/7 online access to their complete financial affairs, including our innovative ImpulseSave feature. Ensuring you are thoroughly informed and empowered to reach your financial goals.

Please feel free to contact me to arrange a consultation which can take place virtually, in your home or at my office in Gloucestershire. The initial meeting is always without cost and without time limit.

Qualifications
  • CII Level 4 Diploma in Regulated Financial Planning - The Chartered Insurance Institute - 12/08/2021

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.

Inheritance, Estates & Tax

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.

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

£34 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

Find out more

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 01453519222

How can I help you?

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Client testimonials

Miss K

After receiving a personal recommendation about Oliver Franks, I decided to enlist his services to help plan my future retirement. From our very first meeting, Oliver was incredibly welcoming, while maintaining a high level of efficiency and professionalism...

He explained everything clearly, ensuring I understood every step of the process, and he was always more than willing to answer any questions I had. Oliver outlined various options, potential outcomes, and the associated risks, ultimately setting up a clear, long-term financial plan that was entirely focused on my future aspirations. I couldn't be happier with the service and ongoing support I received throughout this process. I feel secure knowing that the investment decisions made with Oliver’s guidance are well-informed and based on the best knowledge and experience in the field. I highly recommend working with Oliver!

Mrs & Mrs W

My husband and I were looking to invest some money, both for different reasons. One being a pension, the other a savings investment. True Potential was recommended to us by a friend...

We were introduced to Oliver 4 years ago, and it was evident from the outset that he had a passion for the work he was doing, and the company he was representing. He was very well informed, and that gave us confidence in being able to place our trust in him to invest our money.

We have regular meetings with Oliver who keeps us up to date with our finances, provides advice moving forward and is always willing to answer our questions. The meetings are always relaxed, and any question we ask is always valid to him.

We definitely made a good decision with our investments, and feel confident moving forward that Oliver will continue to provide the support and guidance we might need.

Mrs K

Oliver came recommended to us after years of using the same Financial Advisor. We had continuity of care and feel we are in safe hands. Which is important now we are at the other end of our financial journey where we will need to be thinking of drawing down on the investments we have made.

Mr & Mrs G

Olie really helped us to understand our options and make the most of our investment. He was thorough and waited for us to make our decision without any pressure. 10/10 recommend!

Ms P

I have been very impressed and happy with the service received from Olie especially his professionalism and manner in which my requests have been dealt with politely and promptly...

I have recently withdrawn a considerable sum in order to purchase my new home and was told it would be available in approximately 10 to 14 days where it was actually in my account within 8 days. Thanks.

Ms R

Olie has been so incredibly helpful setting up my and my husbands life insurance and our investments. He spoke through our options and advised us on what would be best for our situation without any pressure. We couldn’t recommend anyone better!

Angie & Ray

Oliver is loyal, trustworthy and discrete. Oliver’s assistance regarding financial planning and investments is always very welcome. His approach, professionalism and sense of humour is great asset to him always guiding us down the right path...

We both look forward for his support in the years ahead.

Ron

I have been with TPS for X years and I am very glad I made the move when I did.

The Organisation, the team and the individuals who work for TPS are efficient and professional.

And I am delighted to report that Oli is no exception.

His advice and insight are a great help in my decision making