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Based in Crook
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As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
I have been a financial adviser since 1996, having previously been a professional footballer. My areas of specialism are investments, pensions and inheritance tax planning. I have a degree in business studies and received my chartered status with the Chartered Insurance Institute in 2011, which was the result of three years of studying whilst advising. This commitment to further study was so I could give my clients the best possible advice and level of professionalism. I work closely with my clients to establish their goals and develop a plan to help them get there. I feel strongly that good advice is not only about creating wealth, but also about protecting and preserving it as well. I have clients all over the north of England, who I visit in their own homes and offices and include young adults just starting to plan for their financial future to people in retirement. In my spare time I play football, tennis and enjoy walking my dogs. Contact me now to make the first step towards a better financial future.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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Adviser Disclaimer
All Wealth Management Partners are Restricted Financial Advisers within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership. OC356611. Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time. We offer non-investment protection products (e.g., term assurance, income protection and critical illness from a range of insurers). Please remember your home or property may be repossessed if you do not keep up repayments on your mortgage. We give clients the option to pay for mortgage advice by fee rather than commission. We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers. The Financial Conduct Authority do not regulate, Will Writing, Tax Advice and Estate Planning. The guidance and/or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.