Tom Robertshaw
Financial Adviser with True Potential
As a Chartered Financial Planner, I specialise in creating personalised financial plans to help my clients achieve their goals and secure their financial futures.
In my career as a financial adviser, I have had the privilege of helping hundreds of clients with investments of all sizes, including those who are fortunate enough to be millionaires. I am hopeful that my fresh approach to financial advice has left a positive impact on their aspirations and personal finances.
I understand that navigating finances can feel daunting, especially with all the jargon used within the industry...
My promise is to provide you with a clear and comprehensible financial plan, tailored specifically to your needs, ensuring that you're at the forefront of every decision.
As many financial advisers look to retire, you can rest assured that I am committed to being with you for the long term.
I am a strong believer that all Financial Planners should have good technical competency, which is why have completed over 16 exams to become a Fellow of the Chartered Insurance Institute and Personal Finance Society.
Please get in touch for a free initial consultation.
- Advanced Diploma in Financial Planning - The Chartered Insurance Institute - 17/11/2023
- Fellow of Chartered Insurance Institute - The Chartered Insurance Institute - 17/11/2023
- Certificate in Discretionary Investment Management - The Chartered Insurance Institute - 19/11/2022
- Diploma in Regulated Financial Planning - The Chartered Insurance Institute - 15/05/2019
- Certificate in Mortgage Advice - The Chartered Insurance Institute - 16/10/2019
- Certificate in Equity Release - The Chartered Insurance Institute - 16/10/2019
- Award in Long Term Care Insurance - The Chartered Insurance Institute - 09/12/2019
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.
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.
