Umesh Nayee

I am a seasoned Financial Adviser based in Crawley, West Sussex, with over 38 years of experience in the financial services industry. Currently, I am a Wealth Management Partner with True Potential Wealth Management. Over the course of my career, I have held key positions at Maidencroft Financial Services Ltd, Sesame Limited, and DBS Financial Management Plc. My regulatory permissions enable me to work comprehensively with clients, arrange regulated mortgage contracts, and provide tailored personal recommendations on retail investments and tax-exempt policies.

Throughout my career, my focus has always been on achieving the best possible outcomes for my clients...

I have worked with a wide range of individuals, including employed and self-employed professionals, small business directors, and families at different stages of life. My approach emphasises a long-term perspective, guiding clients to break down their financial goals into short, medium, and long-term plans.

I prioritise safeguarding and growing my clients’ assets through bespoke strategies that provide fair value and reflect their unique needs. To deliver this level of service, I have achieved Chartered Financial Planner status by completing professional qualifications to Level 6 and maintaining my expertise through continuous professional development, exceeding industry standards. My commitment is to offer a reliable, knowledgeable, and personalised financial planning experience for every client I serve.

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