Michael Forbes
Financial Adviser with True Potential
As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering excellent value and choice for my clients.
After graduating as an Aeronautical Engineer and working within the Oil and Gas industry, I moved into the Financial Services industry, where I have been for over a decade. I qualified as an adviser in 2012, having completed my exams through the Chartered Insurance Institute (CII). I have worked within a small family business which specialised in Retirement Planning, prior to joining True Potential. I continuously work to update and enhance my advisory knowledge to ensure my clients receive advice which is tailored to their needs...
I take a personalised approach when meeting new clients, helping each person to make wise decisions regarding their finances, in whatever situation they are in. I aim to work with you, get to know you and your situation and what your goals are for the future. Every client is unique, and I am committed to ensuring that the process of investing is carried out as seamlessly as possible using the True Potential’s award-winning technology, working with you, the client throughout the process.
My areas of expertise include:
• Investment and Tax Planning Advice
• Inheritance Tax Planning / Trust Planning
• Pre and Post Retirement Planning
• Paying Long term care fees
I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.
- Diploma in Regulated Financial Planning - CII - 07/11/2012
- Certificate in Discretionary Investment Management - CII - 01/01/2019
- Certificate in Securities Advice and Dealing - CII - 23/01/2020
- Award in Long Term Care Insurance - CII - 23/10/2024
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.
