Mark Bowen
Financial Adviser with True Potential
I am a Chartered Financial Planner and a Fellow of the Personal Finance Society, and I provide bespoke financial advice that is clear and easy to understand. I focus on helping my clients achieve their objectives in the most tax efficient manner.
The time I have spent providing financial advice coupled with my 14 years working within the investment banking industry in both London and Hong Kong - specialising in equities and equity derivatives products – means I am uniquely placed in the marketplace in terms of understanding, experience and qualifications...
I provide advice in the following areas, all with a focus on tax efficiency:
- Pension and retirement planning
- Investment planning
- Inheritance tax mitigation and estate planning
- Protection
- Corporate/ business planning
Many people have received financial advice at some stage in their lives, however, the overwhelming feeling is that this advice is fragmented, complicated, confusing and lacks any form of commitment to build or service a continuing professional relationship. I work with my clients to ensure that this is not the case - focusing on their financial well-being and assisting them with growing their wealth and protecting themselves and their families in a clear, transparent and ethical manner - building and fostering long term relationships.
- Fellow of The Personal Finance Soceity - CII - 24/04/2021
- Chartered Financial Planner - CII - 24/04/2021
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.
