0330 038 8941
Based in Folkestone
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FCA status: Certified by Firm
Dave is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Dave's status
Last checked: 29 May 2025
Dave is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Dave's status
13
Recent Client Reviews
Dave has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Dave has received 13 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 30 May 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Dave has not yet added their qualifications to their profile
Qualifications not yet added
Dave has not yet added their qualifications to their profile
Transparent Fees
Dave has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Dave has provided information on their typical fees
Dave has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA status: Certified by Firm
Dave is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Dave's status
Last checked: 29 May 2025
Dave is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Dave's status
13
Recent Client Reviews
Dave has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Dave has received 13 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 30 May 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Dave has not yet added their qualifications to their profile
Qualifications not yet added
Dave has not yet added their qualifications to their profile
Transparent Fees
Dave has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Dave has provided information on their typical fees
Dave has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
I've been helping individuals and families with their financial matters for 25 years. I check if they'll have enough for retirement, ensure they can afford the good things in life, and plan how to pass on their wealth to loved ones in the future. My clients often say I'm great at simplifying challenging financial matters and explaining them in clear, easy-to-understand terms. I'm all about giving clear advice and building long-term relationships based on trust and respect. If you're looking for clear, honest financial advice, please get in touch, I’d love to hear from you.
Offers available through VouchedFor
Contact Dave through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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).
About Dave's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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Savings
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Clients' level of financial expertise
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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.