Tom Ackland
Financial Adviser with True Potential
I’m Tom Ackland, a Financial Adviser located on the south coast of England. I am dedicated to helping individuals and families create secure financial plans tailored to their unique goals. My areas of expertise cover protection planning, investments, pensions as well as inheritance tax (IHT) and estate planning, allowing me to offer comprehensive advice that addresses both your immediate needs and long-term aspirations.
I believe that the best financial decisions come from a clear understanding of options, so I’m committed to making complex topics accessible and easy to understand. I take time to get to know my clients personally, ensuring each plan aligns with your risk tolerance, lifestyle, and future goals...
Whether you’re looking to protect your family’s financial security, grow your investments, maximise your retirement savings, or reduce IHT liabilities through efficient estate planning, I provide solutions that are both robust and flexible.
As a member of the London Institute of Banking & Finance, I adhere to the highest standards in the industry, keeping up-to-date with the latest developments to provide reliable, ethical advice. I’m passionate about empowering my clients to take control of their financial futures with confidence, and I’m here to support you every step of the way.
- LIBF Level 4 Diploma for Financial Advisers - London Institute of Banking & Finance - 01/09/2022
- Professional Diploma in Accounting - Level 4 - AAT - 16/09/2021
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.
