Financial Adviser with True Potential
My career as an adviser initially started in 2000, working within a Wealth Management firm. Since then, I have taken up numerous roles, working my way up to become a director of ethical and environmental specialists Barchester Green Investment (BGI). However, in 2023 I became a Wealth Management Partner at True Potential.
I have clients from all walks of life and all different ages, from retirees to those just starting out their career.
I’m committed to delivering better value and choice for my clients. 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, I can work with you every step of the way.
Managing your wealth can be complex and time-consuming. I aim to simplify this by addressing all aspects of your financial wellbeing, from investments and insurance to tax and estate planning.
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 can be better informed, confident and empowered to reach your financial goals.
I’ve also very committed to giving back to my local community and I am a Head of youth cricket at Shaftesbury Cricket Club.
I encourage you to take the time to explore my website and discover more about our ‘Do More With Your Money’ service and how you could benefit
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.
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 Services Manager
Jackie Adams has over 30 years experience in the financial services industry, working with chartered and specialist ethical investment IFAs in the UK as an administrator and office manager. Her role now is a client services manager and support with Tim’s clients.
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.
