Rab Shields
Financial Adviser with True Potential
I am a Wealth Partner with True Potential Wealth Management, part of the successful True Potential Group. I am committed to delivering better value, choice and results for my clients. I am based in Dunbar in East Lothian, Scotland but I also have a base in Manchester that allows me to provide a quality face to face service to all my clients.
I have a Diploma in Financial Planning (DipPFS) which meets the regulatory exam standards that allows me to provide advice on retail investment products.
I have worked in Financial Services for over 40 years.
I particularly enjoy working with clients to identify what’s important to them and then designing a financial plan that is focused on achieving their goals...
For example, a retirement plan aimed at retiring at a specific age with a target income stream or investing to fund an important future event or making sure that your family is protected in the event of death or a critical illness.
I also encourage client contact by telephone, secure messaging via their personal client website and virtual meetings via Zoom, Microsoft Teams etc. between face to face meetings if there are any issues that they want to discuss.
I firmly believe that I should always be available to clients as I understand there are situations when they can become nervous about their circumstances and just need to discuss these issues with me.
- DipPFS - The Personal Finance Society - 15/08/2012
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.
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.
