Robert Fellows
Dip PFS
Financial Adviser with True Potential
With over 30 years in the financial services, I have helped individuals and families navigate the complexities of financial planning, from investments, inheritance tax planning, pensions, and long-term wealth management. My approach is built on clear, practical advice tailored to each client’s unique goals, ensuring they feel confident about their financial future.
I believe financial planning should be straightforward and accessible, not overwhelming. Whether it’s building an investment strategy, optimising tax efficiency, planning for retirement, managing inheritance tax, or making the most of pension opportunities, I work closely with my clients to develop solutions that make sense for them...
If you’re looking for guidance on managing your finances effectively, I’d be happy to help.
- Dip PFS - Personal Finance Society - 18/09/1996
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.
