Financial Adviser with True Potential
For me, financial planning is far more than numbers; it’s about the people, their goals, and building strategies that align with their unique aspirations. I offer both holistic and focused approaches to financial planning, tailored to each client’s needs. My expertise spans retirement planning, investment strategy, tax and estate planning, wealth creation, and family and business protection.
I began my career in financial services in 1995 with Nationwide Building Society, initially working across banking and mortgage advisory roles. In 2001, I was promoted to Financial Adviser, a move that took me from Southampton to Worthing and launched my journey in providing clients with personalised financial advice...
Since then, I’ve had the privilege of advising clients for some of the UK’s largest wealth management firms, achieving a record of success across the south coast.
In 2018, I was invited to become a Partner with True Potential Wealth Management, part of the highly successful True Potential group. Establishing my own business within this group has enabled me to offer enhanced service, value, and choice to my clients. My wife, Lisa, manages our office in Chandler’s Ford, Hampshire, and together we have built a thriving business that supports clients across the South of England.
Following a goals-based approach, I work to ensure that my clients’ objectives remain central to our planning, with regular reviews to keep each financial plan aligned with life’s changes. With the support of True Potential’s award-winning technology, I provide transparent, accessible, and straightforward advice, complemented by 24/7 online access so clients can stay connected to their financial progress at all times.
Please get in touch for a professional, friendly, and jargon-free financial review. All initial consultations are at my own expense, with no obligation.
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.
I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
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.
