Find an Independent or Restricted Financial Adviser

Helping clients plan for their financial future and build long term security for themselves and their families.

My expertise is managing a financial plan fro mstart to finish, a long term engagement to deliver real goals with financial peace of mind at the forefront of everything. Are you in a position to live the life you want without ever running out of money?

Local, friendly and unbiased Independent Financial Planning service on all aspects of Pensions, Investments and Protection.

As a Partner at True Potential Wealth Management, I care for each client with the same dedication I would give to my own family. I hold the Chartered Wealth Manager Level 7 qualification—the UK’s gold standard for financial and investment advice

With over 25 years of experience in wealth planning, our independent financial advisers have helped countless individuals, families, and businesses build stronger financial futures through trusted, bespoke guidance and a wide range of advice and products.

We're here to help you with pension, investment, tax and estate planning advice. We provide a completely holistic advice service, and can give you a completely free consultation to see how we can help! We look forward to meeting you.

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.

Professional Adviser Awards - Winners 2023 & 2022 NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland

Personal Financial & Mortgage advice available either at our offices or at your home address.

Athelis Financial Ltd have been providing financial advice for over 8 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.