Financial Adviser with True Potential
As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential Group of Companies, I’m committed to delivering better value and choice for my clients.
With over 20 years experience helping individuals and families reach their financial goals, I can provide a wealth of knowledge and expertise. Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important.
Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from investments and insurance, to tax and estate planning, while offering exclusive opportunities...
Through the use of award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way. As a result, you will be better informed, confident and empowered to reach your financial goals.
I am based in York but travel to visit clients around the country. My interests include all sports, particularly football and supporting my local team York City football club, for which I hold a season ticket and enjoy family afternoons out with my son celebrating the odd win here and there!
In my spare time I enjoy hill walking and travelling, in particular I enjoy city breaks around Europe and the UK.
I work alongside Kate (Paraplanner) and Meg (trainee Paraplanner) who provide first class administration support in my role as a financial adviser.
I take pride in the fact that my business has been built on referrals from existing clients, who value my services enough to recommend me to their family and friends.
Please do not hesitate to get in touch with me. The cost of an initial meeting is at my expense and there is no obligation for you to proceed with my recommendations.
I look forward to offering you my advice.
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.
