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Get in touch

Tim Jopling

DipPFS

Financial Adviser with True Potential

Stokesley, North Yorkshire
Headshot of Tim Jopling

I have been providing Financial Advice to my clients for over 27 years. In that time many things have changed for clients and within the wider world of financial planning. What has not changed is the need for advice and guidance in order to set and achieve financial goals, whatever they may be.

As a financial adviser with True Potential Wealth Management, I can provide you with a first rate investment proposition which encompasses world class investment managers through a range of well managed global portfolios. Plus, through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way...

Furthermore, you would gain access to your complete financial affairs available around the clock via the True Potential portal. As a result, you will be better informed, confident, and empowered to reach your financial goals.

I can guide you along your financial journey and help you achieve the financial security that most of us desire, be that building up sufficient funds for retirement, taking benefits in retirement, providing for children or grandchildren’s education, protecting the family from financial hardship in the event of death or illness, mitigating the impact of Inheritance Tax or Long Term Care costs and providing you with something very important in life: peace of mind.

I am diploma qualified under the Chartered Insurance Institute CII to provide advice on a wide spectrum of investments, pensions and insurances. All contracts arranged through me are regulated by the Financial Conduct Authority and covered by the Financial Services Compensation Scheme.

I provide an initial no charge meeting with any potential new client in order to clarify your current situation and future objectives. From this, I will be able to model and present a strategy to achieve your goals which I will continue to monitor and assess to ensure you stay on track to achieve them.

Please explore the rest of my website and then get in touch so that we can have an initial discussion.

Qualifications
  • Level 4 Diploma in Financial Planning - Chartered Insurance Institute - 22/11/2011

My Services

Investment & Savings

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

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.

My Team

Alfie McArthur

Regulated Financial Planner

I joined Tim in 2021 in an administrative role whilst working towards my Regulated Financial Planning qualification...

Since achieving Advisor status in 2022, I have worked alongside Tim assisting clients with achieving their financial goals and ensuring that clients requirements are met in a timely and compliant manner.

Why True Potential?

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 are award winning

19 awards
19 industry awards won in 2024

Find out more

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 provide innovative investments

£33 billion
Invested with over 550,000 clients

Find out more

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.

We build revolutionary technology

8 million
Over 8 million logins in 2024

Find out more

Get Started

Get in touch

Reach your True Potential.

We all have goals in life that we would like to achieve, these can range from long term retirement plans, being able to grow your finances, or to give something to the next generation. However, the longer you wait to act, the more difficult if could be to achieve these goals.

Please get in touch and I can help put together a plan to set you on the right path to achieving your financial goals.

Call me on 01642 715363

How can I help you?

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Client testimonials

Ian

Mr Tim Jopling has provided me with excellent investment advice for over 15 years, initially when working for his own company and latterly as my key adviser contact with True Potential Wealth Management.

Karen

I’m a relatively new customer to True Potential since 2022, and was so impressed with the service that I moved my pension to them in 2023. My contact Tim Jopling is always on hand for any questions I have, and works through my options when required in a friendly and professional manner. Excellent.

Brian and Kay

Tim Jopling has been our go-to trusted financial adviser for over 20 years, providing sound, expert advice across the highs and lows of managing our work and life events.

Lynn

Tim Jopling has been my Financial Advisor for many years and, since day one, I have felt reassured that my long-term interests are in very safe hands. I am not a risk taker; neither am I in a high earning bracket. I am an ordinary person who wants to safeguard the future as best I can.

Mark

Working with Tim Jopling has given me real peace of mind when it comes to my finances. His advice has always been clear, professional, and tailored to my personal goals, helping me make confident decisions about my future.

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