Top 10 Independent (IFAs) & Restricted Financial Advisers in Gerrans

Wealth management built around you - from one of the world's strongest banks.

As a business our principle aim is to protect, maintain or improve our clients' financial wellbeing in an ever-changing world.

I am a Chartered Financial Planner, Pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary pension advice, investments and inheritance tax planning.

We help individuals and families navigate key financial decisions with clear advice and solutions tailored to their goals.

Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across the country

Wealth management built around you - from one of the world's strongest banks.

As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.

Sensible, independent, and unbiased financial planning that empowers you to make informed decisions. Experts in Pensions, Investments, Trusts, Inheritance Tax Mitigation, and Private Client work.

We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.

As an Independent Financial Adviser, Sarah brings a wealth of experience and knowledge placing clients interest first, which provides great satisfaction in achieving client’s immediate and longer term goals.