Rob Dew
Financial Adviser with True Potential
For nearly 20 years, I’ve been helping people achieve their financial goals, be it arranging their mortgages, family protection plans or their meeting their savings and retirement needs.
As a Financial Adviser with True Potential Wealth Management, I'm committed to delivering better value and choice for my clients.
Everyone’s personal situation is unique, I will take the time to get to know you and what’s important.
Managing your finances can be complex and time-consuming which I can help simplify.
Through the use of True Potential’s 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.
- CII Level 4 Diploma in Financial Planning - Chartered Insurance Institute - 14/06/2010
- CIB Level 3 Certificate in Mortgage Advice & Practice - Institute of Financial Services - 23/12/2004
- CII Financial Planning Certificate - Chartered Insurance Institute - 24/05/2004
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.
Mortgages & Borrowing
Whether you are a first-time buyer or have a property portfolio, with the vast array of products and lenders, I can provide the specialist advice you need.
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.
