Financial Adviser with True Potential
I am a dual-qualified financial adviser and practising solicitor who joined True Potential Wealth Management as a Wealth Partner in 2021.
I offer an initial complimentary appointment, whether face-to-face, via online video, or by telephone.
My goal is to provide transparent financial advice tailored to each client's unique needs.
My clients include both private individuals and corporate clients across the UK.
Outside of work, I’m an avid sports fan, an outdoor enthusiast, and a former national league rugby player for Fylde RUFC.
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.
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.
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.
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.
I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
Client Servicing Manager
Rose has joined our team as a Financial Services Administrator, bringing a wealth of experience and a strong commitment to enhancing our client services. Her dedication to thorough administration and attentive client care makes her a valued member of our team...
Outside of work, Rose enjoys running, going to the gym, and spending time outdoors with our dog, Toby.
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.
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.
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.
