Philip Moody
Financial Adviser with True Potential
As a Chartered Financial Planner, with over 15 years’ experience, I specialise in meeting the financial needs of people planning for retirement, or those in retirement, who have typically created significant capital, or whose circumstances are more complicated than most.
My philosophy focuses upon building and maintaining long-term, trusted relationships with my clients, based around my core values of honesty, integrity and providing excellence of service.
Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important to you...
Whether it’s a worry-free retirement, saving for your children’s education, running a prosperous business or leaving a legacy to your loved ones or a cherished cause.
As managing your wealth can be complex and time-consuming, I can help simplify your life by addressing all aspects of your financial wellbeing from pensions and investments through to insurance, tax and estate planning.
True Potential Wealth Management is part of the highly-successful True Potential group of companies and through the use of their award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.
I encourage you to take the time to explore my website and discover more about my service and how you can benefit.
- Chartered Financial Planner - CII - 17/06/2015
- Associate of the Personal Finance Society - Personal Finance Society - 15/06/2015
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.
