Adrian Brand at True Potential Wealth Management
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
I have worked in financial services for over 35 years, initially in Barclays Bank followed by self employment as a fully qualified financial adviser and bring a wealth of experience which I can use to assist you with all your financial requirements.
I have volunteered at the local branch of the Citizens Advice Bureau for the past 3 years.
What does your retirement look like?
Will you have enough income in retirement to enjoy the lifestyle that you would like?
Do you have several pension pots from previous jobs which you don't keep track of?
Have you taken advantage of your annual ISA allowance this year?
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FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
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Telephone
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Online (Live chat, video, email)
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Face to face
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