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Based in Kenilworth
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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.
Everyone’s financial and life situation is unique and I keep that in mind when providing financial advice. I believe that personalised service is essential when discussing financial affairs. Combining this with good technical knowledge to get you where you want to be I have attained Fellowship from the Personal Finance Society the highest achievement in this field. As a Chartered Financial Planner with True Potential Wealth Management, I’ve been helping individuals and families reach their financial goals over a number of years. Our initial discovery meeting focuses on learning about your personal goals. Once we have a comprehensive understanding of what you want, together we will use this to build a financial plan focused on your specific needs. It is not all about products and plans, it’s about ensuring you have the right financial tools in place to achieve your personal financial goals. I understand my clients are in different stages of life: you might be purchasing a first home, financing a child’s post-secondary education or seeking advice in respect to retirement planning, including Defined Benefit pensions and other retirement plans. Once your bespoke financial plan is in place, we will continue working together to review achievements against your stated goals, and ensure you are comfortable everything is moving forward according to your objectives. On a personal level I am also very committed to giving back to my local community. I have been helping the Kenilworth Covid-19 Support group which supports local people who require assistance including prescription requests and shopping. I am a keen sailor, as a member of HOEOCA, a Midlands based offshore sailing club, I have participated in the Rolex Fastnet race in 2021.
£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.