John Carter
DipPFS, MAQ
Financial Adviser with True Potential
I am a seasoned Wealth Management Partner with over 30 years of experience in the Financial Services industry. As a proud member of the Personal Finance Society, I bring a wealth of knowledge and expertise to my role, allowing me to provide professional yet personable advice to my clients.
I am passionate about helping my clients protect and improve their current financial situation and ensuring they achieve all their financial goals. I specialise in Pension/Retrirement Planning, Tax Efficient Savings and Investments, Personal Protection, and Inheritance Tax Planning.
I understand that every client has unique needs and I am adept at helping people navigate through significant life events...
I am committed to safeguarding my clients' current financial situations and ensuring they achieve their financial goals through various life stages.
At True Potential, I thrive in my role, enjoying the opportunity to work closely with clients and utilise my extensive knowledge and experience to offer fresh perspectives on any challenge.
- CII Level 4 Diploma in Financial Planning - The Chartered Insurance Society - 01/03/2017
- Financial Planning Certificate - The Chartered Insurance Society - 25/03/2014
- MAQ Mortgage Advice Qualification - The Chartered Insurance Society - 19/03/2014
- RO6 Financial Planning Certificate - The Chartered Insurance Society - 01/03/2017
- RO2 Investment Principles & Risk - The Chartered Insurance Society - 20/05/2015
- RO1 Financial Services, Regulation & Ethics - The Chartered Insurance Society - 28/05/2014
- CII Level 3 Certificate in Equity Release - The Chartered Insurance Society - 24/05/2017
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.
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.
