David
Clayton provided me with new projections with regards to retirement. He provided everything I needed in a timely manner and was able to assist with any questions I had on the matter.
Clayton Cumming
Financial Adviser with True Potential
Glasgow, United Kingdom
As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.
For me, planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most.
While I’ve been helping my clients meet their financial goals for 24 years, that message has become even more apparent. I understand that my clients are the most important part of my firm and that a personalised service is essential when matching clients with the right financial products and services...
Whether your current goals involve reviewing your savings & investments, planning for retirement or protecting your hard earned wealth, I want to help you make the best decisions with your money.
Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from investments and insurance to tax and estate planning while offering exclusive opportunities.
Plus, through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.
I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.
Most importantly, I’m passionate about my work and I care about my clients. I very much see my role as ensuring each client has a plan; a strategy to become financially secure, financially independent and financially free!
Qualifications
- CII Level 4 Diploma in FinanciaI Planning - The Chartered Insurance Institute - 12/07/2011
- Cll Level 3 Award in Long Term Care Insurance (QCF) - The Chartered Insurance Institute - 03/05/2012
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.