Financial Adviser with True Potential
As a partner with True Potential Wealth Management based in Southport, I’m committed to delivering a professional service that is differentiated in today’s turbulent markets, providing my clients across the North West and beyond with better value and choice, using a very unique and modern advisory process.
With over 35 years experience in Wealth Management, I have developed many lifelong relationships helping individuals to reach their financial objective and secure their financial futures and their families through the breadth of wealth management and financial planning services that I offer...
I provide a wealth of knowledge and expertise in all of the main financial planning areas, with particular experience and qualifications in investments and inheritance tax planning, together with the complex and technical area of pensions and retirement options.
I firmly believe in delivering honest and open advice to my clients, which is unbiased and relevant to whatever their needs may be, so they receive the right service at the right time. Recognising that everyone’s personal situations are unique,I will take the time to get to know you and what’s important to you, and through the use of thorough analytical processes, together with award-winning technology, I can provide straightforward 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 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.
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.
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.
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