Financial Adviser with True Potential
My name is David. I’ve worked in the financial services industry since 2000, and since 2008, as a financial adviser. I’m fully qualified and regularly provide advice on pensions, mortgages, insurance and investments.
I take pride in my ability to help my clients achieve their desired goals; whether that be planning for their retirement, purchasing a new home or financially protecting themselves and loved ones. I provide straightforward, face-to-face, jargon free and transparent advice in a simple and convenient way. I’m here to develop long lasting relationships by understanding my clients goals and ensuring I help them achieve their dreams.
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.
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.
I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
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.
