Chartered ALIBF, AdvDipFA, CertLTCP
Financial Adviser with True Potential
With over 15 years of experience in financial services, I specialise in providing tailored advice on pensions, investments, and retirement planning to individuals and businesses across the North East of England. As a Senior Financial Adviser at True Potential Wealth Management, I am dedicated to helping my clients build, protect, and preserve their wealth through strategic, personalised planning.
I take pride in my commitment to delivering clear and transparent advice, ensuring that my clients feel confident in every financial decision they make. I’ve been recognised with multiple industry awards, including "North East Financial Adviser of the Year" in 2022, for my work in delivering outstanding service and results...
In my spare time, I enjoy exploring the beautiful landscapes of the North East with my family, especially hiking in the Northumberland National Park. I’m also an avid supporter of local football, often attending matches at St. James’ Park. Outside of the office, you can also find me involved in charity events, where I regularly participate in fundraising efforts for local causes.
With a client-first approach and a passion for helping people achieve financial security, I am here to guide you through every step of your financial journey.
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.
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.
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.
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.
I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
Paraplanner
Jacob Miller is an experienced paraplanner on Chris' team, providing vital support in research and detailed financial planning...
With a strong background in pensions and investments, Jacob ensures that every recommendation is thoroughly prepared and aligned with clients' goals, helping to deliver a seamless, high-quality service.
Accountant
Ella Farmer is the dedicated accountant on Chris' team, responsible for managing the financial operations and ensuring everything runs smoothly...
With a keen eye for detail and extensive experience in tax and financial reporting, Ella plays a crucial role in delivering accurate and efficient financial support to clients.
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.
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.
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.
