Alan Curtis

I'm a Pension Transfer Specialist, a highly experienced Chartered Financial Planner with 32 years in the industry. [Fixed fee for Final Salary Pensions and Retirement Advice, Investments and Taxation.] I've been a Top Rated Adviser each year since VouchedFor started - this is the direct result of great feedback from satisfied clients. Being a Pension Transfer Specialist at True Potential means there are two main benefits for clients looking for advice on Final Salary Pensions: 1. the advice fee is fixed as a company standard and is exceptionally good value at just 1% of the transfer value. The minimum transfer value is £100,000, but for sums in excess of £300,000, the fee is capped at £3,000. 2. I am fully qualified and able to deliver the advice myself, instead of handing it off to someone who doesn't know you. This saves time and expense and I find this is re-assuring to my clients I cover all aspects of pensions advice but also focus on investments and estate planning where the aim is to grow and then protect your wealth against the effects of inheritance tax. My clients say as a result of taking advice from me, they have saved time, gained a clear understanding of their finances, paid less tax and have been able to retire with confidence. They also like the fact that I work on a fixed fee basis for initial advice, which gives them peace of mind and very good value. I have a limited client base, so I have plenty of time to provide the correct amount of contact time for everyone. I provide trusted and impartial advice, where the client sets the agenda. I cut through the jargon and provide clarity. I'm based in Louth but I usually travel to meet clients in their own home or place of work across Lincolnshire - simply because that's where the paperwork usually is! I can just as easily provide an online meeting service via phone or Zoom to deliver high quality financial advice using our award-winning True Potential system. No corporate bias - simply working for you but with the full support of a national, multi-award-winning technology and compliance provider. Because of a lack of corporate nonsense, you're also not very likely to catch me in a suit these days! Working with True Potential gives clients the best of both worlds: access to a trusted individual for face-to-face and high quality advice, coupled with the backup and continued support from a highly successful national organisation. Save time, become better informed and use highly secure, cutting-edge client technology to track your progress. Outside of work, you may well find me out on my road bike cycling in the Lincolnshire Wolds or heading to the coast, or maybe helping out as an active member and past president of Rotary International in my community. I have two adult children who keep me grounded and up to date with technology and my lovely wife who likes to coax me out on long walks in the Lincolnshire wolds with our daft dachshund Archie. Please call or email me for an informal discussion about your plans. Your first meeting will be at my expense. The dull but essential part required by those on high: Alan Curtis is a Restricted Financial Adviser 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. 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. We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers