David Clark

David Clark

True Potential Wealth Management LLP

Minimum savings/pensions: Over £50,000

Minimum mortgage: Any amount

0330 038 8940
Based in Lanark
View location
Top Rated 2026
Verified since: June, 2024
4.9 out of 5

53 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 07 April 2026

    David is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed David's status

  • 14

    Recent Client Reviews

    Verified reviews: 100%

    David has received 14 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 30 December 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.

  • 2

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  • Transparent Fees

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  • 3

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with David

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with David (based on 3 first impressions)

Having worked in financial services for more than 30 years, I specialise in providing advice on pension transfers, savings for retirement, building investment portfolios, inheritance tax planning, residential mortgages and protecting clients against the unexpected. Although I can help with defined benefit transfer advice, the minimum value of a defined benefit pension I will consider is £100,000. My career has been built around honesty, integrity, and building positive relationships with clients with a view to supporting clients through their planning and goals from saving for home purchase, retirement planning, and eventual inheritance tax mitigation. On a personal note, I love to work on my 'classic car' (it's really a retro as not yet a classic) at the weekends but mostly spending quality time with my family. I love live music with a wide genre of rock, metal, classical, to jazz.