Daniel Chard
Financial Adviser with True Potential
I have worked within Financial Services for over 20 years whereby I’ve been helping individuals and families reach their financial goals.
Since receiving my Diploma in Financial Advice from the Chartered Insurance Institute I’ve continually enhanced my knowledge and expertise through industry events and formal training.
As a Financial Adviser with True Potential Wealth Management I’m committed to delivering better value and choice for my clients.
I understand that everyone’s personal situations are unique. I’ll take the time to get to know you and what’s important to you to offer a personal and individual service...
Whether it is planning for retirement, saving for children/grandchildren, fulfilling a lifelong ambition or leaving a legacy to your loved ones, I can work with you every step of the way.
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.
- AF5 Financial Planning Process - The Chartered Insurance Institute - 08/02/2022
- CII Level 4 Award in Pensions Update - The Chartered Insurance Institute - 12/09/2017
- GR1 Group Risk - The Chartered Insurance Institute - 20/07/2016
- CII Level 4 Diploma In Regulated Financial Planning (QCF) - The Chartered Insurance Institute - 08/09/2014
- AF3 Pension Planning - The Chartered Insurance Institute - 10/07/2014
- CII Level 3 Award In Long Term Care Insurance (QCF) - The Chartered Insurance Institute - 29/01/2014
- Level 3 Certificate in Equity Release - The Chartered Insurance Institute - 04/03/2009
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.
