Jason Lynch
Financial Adviser with True Potential
I am a Chartered Financial Planner, Pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary pension advice, pre and post retirement planning, investments and inheritance tax planning.
I am very fortunate to work with a great team at True Potential. Jointly, we ensure that your financial journey with us, is stress-free, rewarding and enjoyable.
True Potential are one of the UK’s most innovative financial services groups, providing investment and pension solutions and award-winning technology to hundreds of thousands of clients...
Our investment committee is made up of experts that will ensure that your money is looked after and managed effectively, in accordance with your attitude to risk, taking any worry or strain away.
- Chartered Financial Planner with The London Institute of Banking & Finance Chartered Associate Scheme - LIBF - 01/12/2019
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.
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.
