Steve
Always available when needed to talk through any of my ideas or concerns. A real feeling of trust has been built in our relationship through Joe's wealth of knowledge and sound advice.
Joe Anderson
Financial Adviser with True Potential
Swindon, Wiltshire
As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.
Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.
Managing your wealth can be complex and time-consuming...
I can simplify this by addressing all aspects of your financial wellbeing from investments and insurance to tax and estate planning, while offering bespoke solutions.
Plus, through the use of True Potential’s award-winning technology, 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 personal financial goals.
For more than 12 years, I’ve been helping individuals and families reach their financial goals. After receiving my Diploma from The Chartered Insurance Institute, I became a qualified adviser. Since that time, I’ve continually enhanced my knowledge and expertise through industry events, formal training and continuing professional development.
In my spare time I enjoy spending time with my family and coaching my daughters football team.
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
- Regulated Diploma in Financial Planning - Chartered Insurance Institute - 20/06/2012
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.