Financial Adviser with True Potential
I started in the industry over 30 years ago. I’ve been helping individuals and families reach their financial goals. The success I enjoy is the ability to work alongside my clients over their life time. Life is not a rehearsal, I want all my clients to engage in their dreams and live the life they desire. I am very passionate about my clients achieving their goals.
As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients. I cover primarily the North of England and Scotland with many clients up in Cumbria, Yorkshire, Lancashire, Cheshire and Greater Manchester...
For me, planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most. I want to know your short and long term goals.
Recognising that everyone’s personal situations are unique, I will take the time to get to know you, your family and what’s important.
Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from retirement, pensions and investments, while offering exclusive opportunities. An increasing area of interest from clients is retirement planning and divorce.
Plus, 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.
If you want to know a little about me. I am Diploma qualified and continue to take further exams to improve and maintain my knowledge. My wife Angie and I have five children between us and two grandchildren. I love most sports but rugby is my main passion. I love to travel and enjoy the many different cultures. Cooking and eating is my favourite hobby, which is not good for the waist! Lastly, you may see me walking the hills and woods around Netherton with my trusted dog, Hugo!
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.
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.
