Robert Saunderson
BA(Hons) DipPFS
Financial Adviser with True Potential
With over 20 years of experience as a Financial Adviser, I have helped individuals plan for retirement and guided them through their financial journey beyond it. I specialise in retirement, investment, and protection planning, offering a highly personalised service tailored to each client’s unique needs. Financial planning is not a one-size-fits-all approach, and I take pride in helping clients achieve their specific goals with carefully considered advice.
Through the True Potential platform, I provide expert guidance alongside 24/7 access to monitor your plans and track progress toward your financial objectives. True Potential is recognised not only for its award-winning technology but also for its exceptional customer service...
To learn more about how I can help you secure your financial future, please get in touch.
- Diploma In Financial Planning - CII - 15/06/2017
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.
