Tell me your goals

Don Axtell

Financial Adviser with True Potential

Yarm, Cleveland
Headshot of Don Axtell

I joined True Potential Wealth Management in 2012 and have since become a Pension Transfer Specialist. This is my main area of expertise; I have the qualifications to advise on final salary (Defined Benefit) pensions as well as personal pensions. I also specialise in investment planning and inheritance tax planning. I meet with my clients face to face and also conduct annual reviews to ensure the goals and objectives discussed in the initial meeting continue to be met throughout the lifetime of my clients.

There is no charge for an initial meeting and I will discuss charges with you fully and frankly before you decide whether or not to go ahead...

In my spare time, I enjoy making the most of living in the area I feel fortunate to live in; plenty of walking and cycling.

Qualifications
  • AF3 Pension Planning - CII - 09/04/2014
  • Diploma in Financial Planning - CII - 26/03/2010
  • Certificate in Equity Release - CII - 23/11/2007
  • Certificate in Financial Planning and Lifetime Mortgage Activities - CII - 23/11/2007
  • Certificate in Mortgage Advice - CII - 01/02/2007
  • Certificate in Financial Planning - CII - 01/12/2006

My Services

Investment & Savings

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

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

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

Protection

I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.

My Team

Janette Alderson

Administrator

I started working with Don in 2012, supporting his role at True Potential Wealth Management after 16 years working in financial services in sales administration roles and as a mortgage and protection adviser for HSBC. I am the first point of contact for new clients and manage Don's diary...

I ensure that each client receives the best customer service. I am committed to communicating effectively with providers to ensure the most effective timescales possible. I have a positive and friendly approach and assist with record keeping, research and reports. In my spare time I enjoy days out in our local area, lots of dog walking and keeping fit.

Why True Potential?

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 are award winning

19 awards
19 industry awards won in 2024

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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 provide innovative investments

£34 billion
Invested with over 550,000 clients

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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.

We build revolutionary technology

8 million
Over 8 million logins in 2024

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Get Started

Tell me your goals

Reach your True Potential.

We all have goals in life that we would like to achieve, these can range from long term retirement plans, being able to grow your finances, or to give something to the next generation. However, the longer you wait to act, the more difficult if could be to achieve these goals.

Please get in touch and I can help put together a plan to set you on the right path to achieving your financial goals.

Call me on 07939532679

How can I help you?

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Client testimonials

Martyn

I was looking to retire in June 2024 and had 4 pensions that I had accumulated in over 48 years of working, and Don made the combining them into an investment fund effortless for myself...

He was very re-assuring as to the services that he could offer me and was very upfront, he also took into account my specific needs and requirements. He took all the hassle away from he having to make contact with my pension providers, and he dealt speedily with the transfer of the funds. I am very pleased with the outcome, and the speed of the service that Don offered.

Jill

Don Axtell transferred my pension to one with True Potential which is doing much better. In recent years we inherited a substantial sum of money and at my annual financial review Don gave us some excellent advice which we took...

He has amalgamated our savings to simplify them and give a much better return. He has created a portfolio which now generates an extra monthly income.

Donna

Don explained all the available options and talked me through the possible downfalls and advantages. He was extremely helpful and knowledgeable, and helped me choose the right option for me. There is nothing that Don could have done better...

His knowledge and professionalism was beyond what I expected. He also puts you at ease and explains everything in layman's language!

Glyn

I was retiring and having difficulty drawing my pension in the way I wanted to. Don facilitated the vesting of my pension in exactly the way I wanted but also came up with a great idea to reduce tax liabilities on my drawdown pension income.