Financial Adviser with True Potential
Having worked within the financial services industry for over 20 years and having worked up through a variety of roles including account manager in banking, mortgage broker and a qualified financial adviser for the most recent 16 of those years, this progression gives me an insight into the full workings of the financial industry from the ground up.
I provide clear financial advice and my clients have remarked on my ability to break complex financial products down into easily understood language. I always endeavour to provide advice that is open, honest and very clear to ensure that the products recommended are fully understood prior to any commitment to them...
Financial planning is about understanding your current situation, your requirements and your desires and providing a recommendation to allow you to achieve those goals. I enjoy hugely the process of getting to know my clients and helping them achieve their financial goals and build long term relationships to help monitor those plans through to completion.
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.
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.
