Daryl
Very happy with the service provided, Jack was very helpful and knowledgeable, with a quick response time and friendly attitude.
Jack Parte
Financial Adviser with True Potential
Belfast, Antrim
As a Wealth Management Partner with True Potential, I am committed to delivering a customer focused service that is thorough and clear.
Personal finance has a significant impact on our mental health, I truly believe planning for your financial future is something that everyone should have access to as early as possible, so they can make the right choices and feel in control of their future.
After completing a degree in engineering, I have applied my analytical and problem solving skills to the financial services industry for the past 6 years in both the UK and Australia, being involved in both consumer and commercial finance...
I have several finance related qualifications both in the UK and overseas, with the most recent being DipFA from The London Institute of Banking and Finance and I am currently studying toward chartership.
Recognising that everyone’s personal situations are unique, I take the time to get to know you and what’s important to you. Whether it’s a comfortable retirement, saving for your children’s education, starting an investment for the first time or leaving a legacy for your loved ones, I can help.
Managing your wealth can be complex and time-consuming. I aim to simplify this by addressing all aspects of your financial wellbeing from investments and insurance to tax and estate planning, while offering exclusive opportunities.
Plus, through the use of True Potential’s award-winning technology and app, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.
I encourage you to take the time to explore my website and discover more about our ‘Do More With Your Money’ service and how you can benefit.
Qualifications
- DipFA - The London Institute of Banking and Finance - 18/01/2024
- CeMAP - The London Institute of Banking and Finance - 29/09/2022
- Diploma of Finance and Mortgage Broking Management - FARSTA - 04/06/2019
- Certificate 4 in Finance and Mortgage Broking - FARSTA - 29/05/2019
- BEng Hons - Queen's University Belfast - 06/07/2015
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
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.
Inheritance, Estates & Tax
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.
Protection
I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
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 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 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.