Jon Andrews

With over 20 years of experience as a Financial Planner, I have been dedicated to helping individuals, families, and businesses across the Midlands achieve their financial goals. My commitment to professional excellence is reflected in my qualifications and adherence to ethical best practices, ensuring you receive trusted, tailored advice that puts your needs first. My approach is based on building long-term relationships with my clients, providing a reliable source of guidance as their financial circumstances evolve over time. I pride myself on clear, straightforward communication, ensuring you fully understand your options and feel confident in your financial decisions. Recognising that every client’s situation is unique, I take the time to understand what matters most to you and your family. Whether it’s planning for a comfortable retirement, realising lifelong ambitions, or securing a legacy for loved ones or a cherished cause, I’ll work closely with you to create a personalised strategy. I specialise in simplifying the complexities of wealth management, offering comprehensive support across pensions, investments, insurance, tax planning, and estate planning. Using advanced cashflow modelling tools, I help you visualise your financial future, ensuring you can enjoy your retirement and pursue your dreams without the fear of running out of money. Outside of work, I’m a family man, married with two children, and enjoy staying active through golf, running, and long walks with our Labrador. My personal values of trust, integrity, and dedication extend into my professional life, where I am committed to helping you achieve financial peace of mind. At True Potential Wealth Management, we combine cutting-edge technology with personalised, face-to-face advice. Each financial plan we create is tailored to the unique needs and aspirations of our clients. My approach is built on professionalism, genuine care, and an unwavering commitment to helping you achieve your financial goals with confidence. I am proud to be part of the award-winning True Potential Wealth Management team, and I look forward to supporting you on your financial journey.