Kate
Will has been brilliant, finding us a great morgage, constantly updating us, and really helpful.
William Gower
DipFA, CeMAP
Financial Adviser with True Potential
Huddersfield, West Yorkshire
I specialise in mortgages, protection, investments, and pensions. I’m committed to making financial advice accessible, clear, and tailored to each client’s unique circumstances. Whether you’re buying your first home, protecting your family’s future, or planning for retirement, I take the time to understand what truly matters to you and offer straightforward, practical solutions.
My core belief is that no client is too big or too small. I work with individuals from all walks of life and pride myself on delivering the same high level of service regardless of your financial background or goals...
I also understand that life doesn’t run on a 9-to-5 schedule, that’s why I make myself available to my clients whenever they need support, even outside of regular working hours. My clients know they can pick up the phone any time, and I’ll be there to help.
When you work with me, you can expect transparency, empathy, and a strong commitment to your best interests. I strive to build long-term relationships based on trust, reliability, and consistent communication.
Outside of my professional life, I’m passionate about health and personal development. I enjoy running, staying active in the gym, and challenging myself with new skills, currently, I’m studying Mandarin.
Whatever your financial goals may be, I’m here to support you.
Please feel free to view my Vouchedfor profile, where I am proud to have a 5 star rating of my services.
Qualifications
- Diploma for Financial Advisers (DipFA) - London Institute of Banking & Finance (LIBF) - 11/06/2020
- Certificate in Mortgage Advice and Practice (CeMAP) - London Institute of Banking & Finance (LIBF). - 07/08/2019
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.
Mortgages & Borrowing
Whether you are a first-time buyer or have a property portfolio, with the vast array of products and lenders, I can provide the specialist advice you need.
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.