Nicholas Rutledge
Financial Adviser with True Potential
Having worked in financial services for 25 years, including 20 years as a financial adviser, I offer a wealth of knowledge and expertise and have helped many individuals and families reach their financial goals.
Financial planning, for me, is not just about the numbers, it's about the people and dreams behind them. I understand that financial planning can be complex, and that every client situation is unique. This is the very reason I will take the time to understand what matters most to you. I will produce a coherent and transparent financial plan focused on your aspirations, taking consideration of your personal situation...
I value and enjoy developing lifetime relationships with clients, so whether you're planning for a secure retirement, saving for your children’s education, or leaving a legacy, I will work with you at every stage to fulfil this.
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.
Outside of work I live an active lifestyle. As well as playing cricket and football, my wife and I enjoy long countryside walks with our dog, domestic and foreign travel and socialising with friends.
- Diploma for Financial Adviers - The London Institute of Banking & Finance - 24/01/2011
- Certificate for Financial Advisers - The London Institute of Banking & Finance - 07/02/2006
- Certificate in Mortgage Advice and Practice - The London Institute of Banking & Finance - 30/08/2002
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.
