DipPFS AMC FRSA
Financial Adviser with True Potential
As an award-winning 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.
For me, planning for your financial future is more than just a numbers game; it’s about helping you achieve your dreams, goals and aspirations, so you feel inspired to reach the success you deserve.
I believe it’s important to recognise that everyone’s personal situations are unique, therefore it’s essential I get to appreciate what’s important to you...
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 work with you every step of the way providing you with the help, support and guidance you need.
I appreciate managing your wealth can be complex and time-consuming. Imagine a process that can simplify your life by addressing all aspects of your financial wellbeing from investments and insurance to tax and estate planning while offering you exclusive opportunities. That is exactly what I can provide for you.
Plus, using True Potential’s award-winning technology, I can provide you with straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals effectively and in a unique way.
For more than thirty seven years, I’ve been helping individuals like you and their families reach the financial goals the desire. I first received my authorisation and license from the Chartered Insurance Institute shortly after the financial crash of 1987 (Black Monday). It was then I became a qualified Financial Adviser and have pursued professional courses from recognised professional institutions. Since then, I’ve continually enhanced my knowledge and expertise through industry events and formal training, so you can have the peace of mind you are being looked after by a fully qualified professional who cares about your successful outcome.
I’m also very committed to giving back to my local community. I do this in several ways. I often attend schools to deliver financial presentations to children aged between 14 – 18 and am involved with the Armed Forces Money Plan. I’m also an active member of Transformation for Veterans a charity that looks after injured veterans.
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.
Personal Assistant
Rachel is an extremely important member of our team. As an experienced Personal Assistant, she is responsible for the day-to-day management of Joe’s diary.
Rachel also meets with Joe regularly and ensures the general administration duties, routine tasks and other time critical tasks are completed...
Rachel’s accomplishments are many and in her spare time her hobbies are travelling, eating out and personal development.
Communication Strategist
Tom is responsible for our communication strategy. As a military veteran this duty comes as second nature.
You can often find Tom researching the latest on digital transformation, AI and how to communicate better.
As well as being an avid student of digital communication...
Tom enjoys taking time out working with the CIC he has founded called Save a Warrior (SAW). SAW helps military veterans recover from psychological injuries sustained while serving and assists them get back in the swing of things with civilian life.
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.
