Financial Adviser with True Potential
A highly experienced Financial Adviser with over 23 years’ experience in the industry, 15 years in the banking sector and the past 8 years with True Potential, advising a broad range of individuals, families and businesses across all aspects of wealth management, including retirement planning, investments, wealth protection and inheritance tax planning...
Since completing the Financial Planning Certificate and Diploma in Financial Planning from the Chartered Insurance Institute (CII) and becoming a qualified Adviser, I have continually enhanced my knowledge and expertise through industry events and formal training courses and hold RQF Level 6 qualification(s) Advanced Financial Planning Process (AF5) through the Chartered Insurance (CII) and the Private Client Investment Advice and Management (PCIAM) qualification, through the Chartered Institute for Securities and Investments (CISI).
Managing your money and planning for the future can sometimes seem complex and time-consuming. I work closely with clients to understand what's important to you and what you're looking to achieve, before providing tailored, transparent and clear advice to reach your financial goals.
Outside of work I enjoy spending time with the family, playing golf and supporting Manchester United.
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.
