Philip Gregory
DipPFS, BA (HONS)
Financial Adviser with True Potential
After graduating with a First-Class Honours degree in Financial Services, I began my career at one of Scotland's most prestigious financial services firms as a trainee financial adviser. This experience laid a strong foundation for my expertise in wealth management and financial planning.
Following a relocation to Northern Ireland with my family, I established my own independent financial advisory firm. Over time, I successfully grew the business into one of the largest independent firms in the region, delivering tailored financial solutions to a wide range of clients. This entrepreneurial experience enhanced my ability to offer personalised, high-quality advice that addresses the unique needs of each client...
Now, as part of the advice team at True Potential Wealth Management, I provide bespoke, expert guidance on a variety of wealth management issues, specialising in serving High-Net-Worth individuals, companies, trusts, and charities. My approach is client-focused, ensuring that each financial strategy is carefully crafted to align with personal or organisational goals. Whether it’s wealth preservation, growth, or tax efficiency, I am dedicated to helping my clients achieve their financial objectives through clear, transparent advice.
With a strong commitment to excellence, I strive to build long-lasting relationships that empower my clients to secure a prosperous financial future.
- DipPFS - CII - 01/05/2004
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
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
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
I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
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 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 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.
