Tim Lowe
FPFS, Chartered Financial Planner
Financial Adviser with True Potential
With over 30 years of experience in advising clients on their financial planning, I am proud to have achieved Chartered Financial Planner status from the Chartered Insurance Institute and Fellowship of the Personal Finance Society (FPFS). These qualifications represent the industry's gold standard for financial planners and are currently held by only a select number of individuals and firms in the UK. They are awarded for a commitment to developing and maintaining integrity, professionalism, and knowledge, and signify adherence to a challenging ethical code of practice...
I provide clients with face-to-face advice in the comfort of their own homes or offices, emphasising the creation and maintenance of long-term relationships where I become a source of trusted advice as their financial needs evolve over the years. My specialisms include retirement planning (which encompasses much more than just pensions), pension reviews, 'at retirement' planning, tax planning, investment portfolio planning, general financial planning, inheritance tax mitigation, trusts, and pension sharing on divorce.
- Chartered Financial Planner - Chartered Insurance Institute - 20/12/2006
- Fellow of the Personal Finance Society (FPFS) - Personal Finance Society - 17/01/2017
- Advanced Diploma in Financial Planning - Chartered Insurance Institute - 01/12/2017
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.
Inheritance, Estates & Tax
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.
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.
