John Peacock
Financial Adviser with True Potential
I am a dedicated financial adviser with over 20 years of experience in helping clients achieve their financial goals. As a certified financial planner and wealth manager, I specialise in retirement planning, investments, and tax planning, offering tailored solutions to meet both short- and long-term objectives.
My approach to financial planning is highly personalised. I take the time to understand each client’s unique circumstances and aspirations, working collaboratively to create comprehensive strategies that align with their goals. My focus is on preparing clients for both expected milestones and unforeseen challenges, ensuring they are in the best financial position possible...
Financial planning is a journey—from creating a plan to implementing and monitoring it until completion. I am highly motivated to deliver exceptional results, always striving to leave my clients in a stronger financial position.
As a Financial Adviser with True Potential Wealth Management, part of the prestigious True Potential Group, I am committed to offering value, choice, and long-term success. My expertise spans savings and investments, tax planning, retirement strategies, protection, mortgages, trust and estate planning, and business succession planning.
Outside of work, I enjoy spending time with my family in the Lake District and working on my golf game—proof that with the right plan and perseverance, goals can always be achieved!
- Cii Level 4 Diploma in financial planning - Chartered insurance institute - 07/11/2012
- Certificate in life and pensions - Chartered insurance institute - 24/09/2012
- CII level 3 certificate in mortgage advice - Chartered insurance institute - 24/08/2009
- Financial planning certificate - Chartered insurance institute - 25/06/1992
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.
