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Get in touch

Philip Gray

DipFA BSc(Hons) CertPro

Financial Adviser with True Potential

Belfast, Co.Antrim
Get in touch
Headshot of Philip Gray

I pride myself on making complex areas of Financial Planning, simple for my clients, while providing a very human relationship that always takes into consideration the emotional and psychological aspect of finances.

Having been a Forensic Scientist in my former employment, many years ago, this does, in fact, come naturally to me!

I have expertise in all aspects of financial planning, pre and post-retirement, pension consolidation and drawdown, estate planning, mitigation of inheritance tax and investment expertise. I can also help with individual and business protection needs, if required. I enjoy taking a holistic approach, when helping my clients...

Being relatively young, at 40, it means that I will be around to help you plan for the long-term.

I enjoy spending quality time with my Wife, Louise and our two, young twins, Toby and Sophia, when not working, and also trekking out in the great outdoors, playing golf and like to think of myself as a little bit of a \'foodie\'!

Please do get in touch if you feel I can help you in any way, with achieving your goals and aspirations.

Qualifications
  • Diploma for Financial Advisers - London Institute of Banking & Finance - 14/06/2021

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

20 awards
20 industry awards won in 2025

Find out more

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

£37 billion
Invested with over 600,000 clients

Find out more

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

10 million
Over 10 million logins in 2025

Find out more

Get Started

Get in touch

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 07709710758

How can I help you?

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