Carole
I have used Kevin Healy of True Potential Wealth Management for many years now for Financial advice. I have found him to be professional, diligent and trustworthy and would have no hesitation in recommending him.
Kevin Healy
Financial Adviser with True Potential
Motherwell, Lanarkshire
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.
For me, planning for a financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most. You will want a trusted adviser to break down the complexity of pensions and investments and put in place a goal-based plan to ensure peace of mind for you and your loved one’s future.
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 your life by addressing all aspects of your financial wellbeing from investments and insurance to tax and estate planning while offering exclusive opportunities.
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 complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.
My employment journey has covered 16 years with HMRC and thereafter over 24 years in Financial Services where I have been helping individuals and families reach their financial goals. After obtaining my Diploma in Financial Planning from The Chartered Insurance Institute, I became a qualified Financial Adviser and have pursued professional courses to obtain The Certificate of Mortgage Advice and Practice to enhance my client offering. I continually enhanced my knowledge and expertise through industry events and formal training.
Please the time to explore my website and discover more about our ‘Do More With Your Money’ service and how you can benefit from this client focused technology.
Qualifications
- Level 4 Diploma in Professional Financial Advice - Scottish Qualifications Agency - 31/12/2012
- Level 3 Certificate in Mortgage Advice and Practice - Chartered Institute of Bankers - 07/01/2003
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.
Mortgages & Borrowing
Whether you are a first-time buyer or have a property portfolio, with the vast array of products and lenders, I can provide the specialist advice you need.
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.