Jason Lynch

I have been helping and guiding my clients with their finances, for over 20 years, and have extensive knowledge and expertise in all aspects of financial planning, including pensions, Defined Benefit/Final Salary pensions, retirement planning, and investments. I am a Chartered Financial Planner and work with clients, nationwide, from all walks of life and take great pleasure in seeing their financial aspirations become a reality. Your needs, goals and objectives will be at the heart of our conversations, and I will do my utmost to ensure that these are met, whilst also being realistic and honest, when delivering my advice to you. Whilst it may be somewhat daunting taking that first step with a Financial Planner, I am confident that you will feel immediately at ease, empowered to take control of your finances, and I will help you make informed decisions about your future. I consider myself, from a business and personal perspective, to be knowledgeable, efficient, and personable, with honesty and integrity at the heart of my business. Whilst my work keeps me busy, in my spare time, I enjoy watching and playing football, a season ticket holder at Leicester City, playing golf, tennis and an avid horseracing fan. I am very family orientated and love spending quality time with my daughter. I am very fortunate to work with a great team at True Potential Wealth Management which includes our excellent compliance team at Head Office, in Newcastle. We will ensure that your financial journey with us, is seamless and stress-free. I am completely transparent with any fees, and these will be discussed once I have a clear understanding of your requirements. Please do get in touch for an initial chat, so I can get to know you and understand what you are wanting to achieve, and we can then put a financial plan in place and help make your dreams a reality. All meetings are free of charge, and you are under no obligation to use my services.