Baljinder Mann
Financial Adviser with True Potential
As a Wealth Management Partner with True Potential Wealth Management, part of the successful True Potential Group, I am committed to delivering better value, choice and results for my clients.
I am a Chartered Financial Planner & Fellow Of The Personal Finance Society, with over 22 year’s experience helping individuals and families reach their financial goals, I therefore offer a wealth of knowledge and expertise.
I provide advice on Savings and Investments, Retirement Planning, Protection, Trust and Estate Planning. With regard to retirement planning it is worth noting that True Potential Wealth Management possesses significant expertise in final salary pension advice...
I take the time to get to know my clients and find out what’s important to them. With this knowledge, I can produce a financial plan focused on a client’s goals, taking into account their personal situation. In addition, through the use of True Potential’s award-winning technology, I can deliver straightforward and transparent advice in a simple and convenient way.
I believe the key to being a good adviser is to focus on doing what’s right for each individual, I value and enjoy developing lifetime relationships with clients and their families.
My clients are empowered to take control of their futures and have access to monitor their finances 24/7 online and via tablet or smartphone. As a result, they have the potential to reach their financial goals.
In my spare time I enjoy spending time with my family, travelling and watching and playing football.
- Certificate In Financial Services - CII - 26/08/2014
- J10 Discretionary Investment Management - CII - 08/05/2013
- Level 3 Certificate In Mortgage Advice - CII - 04/01/2013
- Equity Release - CII - 04/01/2013
- CF6 Mortgage Advice - CII - 02/01/2013
- AF3 Pension Planning - CII - 25/06/2012
- FA2 Pensions Administration - CII - 30/12/2011
- FA2 Pensions Administration - CII - 30/12/2011
- C3 Level 3 Award in Financial Administration - Pensions - CII - 30/12/2011
- FPFS - The Personal Finance Society - 30/12/2011
- Chartered Financial Planner - The Chartered Insurance Institute - 15/12/2011
- AF5 Financial Planning Process - CII - 08/12/2011
- Level 6 Advanced Diploma in Financial Planning (QCF) - CII - 08/12/2011
- APFS Certificate - The Personal Finance Society - 05/12/2011
- Level 3 Award in Financial Administration (QCF) - Life - CII - 24/11/2011
- FA1 Life Office Administration - CII - 24/11/2011
- RO6 Financial Planning Practice - CII - 12/08/2011
- AF1 Personal Tax & Trust Planning - CII - 24/06/2011
- AF4 Investment Planning - CII - 05/01/2011
- JO6 - Investment Principles, Markets and Environments - CII - 24/09/2010
- JO5 Pension Income Options - CII - 25/06/2010
- JO4 Pension Funding Options - CII - 23/12/2009
- JO1 Personal Tax - CII - 19/06/2008
- JO2 Trusts - CII - 28/12/2007
- Level 3 Certificate in Financial Planning and Long Term Care Insurance - CII - 04/12/2006
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.
