Financial Adviser with True Potential
As a Financial Adviser with True Potential Wealth Management, I am dedicated to helping my clients make well-informed financial decisions, allowing them to focus on living life to the fullest while I manage their financial concerns.
For me, financial planning is not just about numbers; it’s about understanding the people and their goals behind those figures. I believe that true success lies in aligning financial strategies with what truly matters to my clients.
After graduating from university with a degree in Economics, I began my career in financial services in the City of London in 2005...
With nearly 20 years of industry experience, I am well-equipped to help you build a plan that provides both clarity and flexibility to help you achieve your financial goals. Please get in touch to arrange a free initial consultation.
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.
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.
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.
I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
Administration Manager
Jessica started working in the financial services in 2005 in the City of London for the Pensions Annuity Friendly Society and has worked in a range of areas including long term care, property and equity release. She joined True Potential in 2022 to work alongside Daniel on Sea Road in Sunderland.
Financial Adviser & Paraplanner
With a degree in Economics and a Diploma in Financial Planning, Chris has supported Daniel and his clients for nearly ten years. He joined True Potential with Daniel in 2022 and has never looked back having recently qualified as a Financial Adviser.
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.
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.
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.
