Simon Reynolds
DipPFS
Financial Adviser with True Potential
I have over 25 years of experience in financial services, primarily as an adviser, specialising in pensions, savings, and investments. My focus is on helping clients achieve their financial goals—whether that’s reviewing existing savings and investments, planning for retirement, or managing ongoing pension benefits.
I take a personal approach with every client, taking the time to understand your unique needs and circumstances. Whether your goal is a secure and comfortable retirement, saving for something important, or seeking better returns on your investments, I will guide you through every step of the process. Any advice or recommendations I provide come with plenty of time for you to consider your options...
Originally from Tynemouth, I now live in Boldon, South Tyneside, with my wife. Though our two children have moved out, they still live nearby in Boldon. Outside of work, I enjoy spending time with family, but my main passion for the past 15 years has been triathlon. I have had the privilege of competing for Team GB in my age group at World and European Championships in triathlon, and team relay.
I offer free initial consultations with no obligation, available in person, via video call, or over the phone, depending on your needs and preferences without any obligation.
- DipPFS - CII-PFS - 03/01/2013
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.
