Viran Patel
APFS
Financial Adviser with True Potential
As a Chartered Financial Planner with True Potential Wealth Management, I am dedicated to providing greater value and choice for my clients.
I firmly believe that financial planning is centred on understanding my clients, their goals, and guiding them on their journey toward ultimate financial freedom.
With True Potential’s award-winning technology, I can provide investment solutions and services that align with these principles. Since investment returns play a vital role in your financial journey, I encourage you to reach out to me to begin your journey with True Potential.
- Advanced Diploma in Financial Planning - Chartered Insurance Institute - 11/11/2022
- Certificate in Pension Transfer Advice - Chartered Insurance Institute - 08/04/2021
- Certificate in Discretionary Investment Management - Chartered Insurance Institute - 16/04/2021
- Award in Long Term Care Insurance - Chartered Insurance Institute - 04/12/2024
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.
