Find an Independent or Restricted Financial Adviser

We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.

We are an independent financial planning firm that delivers unbiased & tailored advice to our clients across England & Scotland. Our primary aim is to enable our clients the peace of mind and confidence to make financial decisions without reservation.

Navigating you through life's journey in order to make your dreams come true.

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

We provide a free update & advice service to help you understand your plans.

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

Lee is adept in providing completely Independent and Impartial Financial Advice across the whole marketplace to clients on their pensions, investments, and protection requirements.

Please contact if you have any worries about retirement plans or your pensions and investments, or would just like a chat

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 believe that the right approach to money is unique to you, enabling your life choices and ensuring wealth provides you with a life lived to the full. You may have decades of financial experience, or be new to asset management, we listen, we advise.