Alan Curtis, Wealth Management Partner at True Potential LLP

Restricted - Whole of Market Fairfield Enterprise Centre, Lincoln Way, Louth, Lincolnshire, LN11 0LS

First meeting at adviser's own cost

Response rating

9.5 /10

2nd December 2019

Pension Transfer Specialist, Inheritance Tax, Investment advice. Experienced, highly qualified, friendly. Relaxed meetings at your home or place of work.

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- SIPPs
- Stakeholder
Financial planning
- Wealth management
Investments
- Ethical investments
- ISA / Unit Trusts / OEICs
- Investing for income
- Investment trusts
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Business
- Corporate pension
- Employee benefits
- Group Pension/Stakeholder
- Group Protection/Life Insurance
- Group critical illness
- Group income protection
- Group life insurance
- Group private medical insurance
Long Term Care
- Long term care

Make an enquiry Request a call back 01507 234025 Recommend to a friend

Meet our advisers

Alan Curtis BEng, DMS, Cert CII (MP), Dip CII

Wealth Management Partner

Qualifications & Accreditations Hide qualifications

AFPC - Advanced Financial Planning Certificate (CII)

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

AF3 - Pension Planning (CII)

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

R01 - Financial Services, Regulation and Ethics (CII)

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

R04 - Pensions and Retirement Planning (CII)

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

AF5 - Financial Planning Process (CII)

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

G20 - Personal Investment Planning (CII)

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

H15 - Supervision and Sales (CII)

This examination assessed specialist supervisory knowledge and skills in the regulatory environment.

CF6 - Certificate in Mortgage Advice (CII)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

G30 - Business Financial Planning (CII)

This examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.

What our clients say

I decided to take early retirement. Having looked at various financial advisors I chose Alan Curtis. I can only say that the advice, attention to detail and help has been exemplary. I would not hesitate to recommend Alan to anyone requiring such advice.

J.R.Dyson, Louth, UK

My wife and I had been used to obtaining advice from an Independent Financial Adviser for some years regarding our pensions. Recent performance however had been poor and we looked around for someone else. Once we had discussed a number of issues with Alan we were happy to proceed with him as he came across as a straightforward, honest and trustworthy individual. Our pension issues are not routine – a little more complex than some but a reasonable return on the capital would solve the problems and ensure our money would not “run out” in our lifetime. Alan took some time looking at the issues but made his recommendations based on our requirements and changes to our investments were duly executed. We would have no hesitation in recommending Alan to anyone – he has always been available to answer our questions – and the performance surrounding our pension investments now appears to be back on track.

Mr & Mrs B., Willoughton, UK

We came in contact with Alan Curtis from True Potential after my husband was diagnosed with terminal cancer. He was very professional but also very caring. Alan managed to sort a lot of paperwork out regarding transferring pensions before the passing of my husband. After the passing, Alan finished transferring the pensions and gave me options on how he could make the money work for me. He was very easy to talk to and explained it all in a way that I could understand. Alan spent a lot of time with us and we never felt under pressure. The investments we have made are working for us and I would wholeheartedly recommend Alan for his service. Thank you for everything you have done for us.

Sue C, Skegness

My investments were received as part of my divorce settlement and I had been informed they would need to be transferred into my name. I contacted Alan Curtis as I was in 'unknown territory' and needed sound financial help and support on how best to move forward with my investments. From the very start I have found Alan to be knowledgeable, supportive and patient, ensuring I got the best package for my needs. Since my account has been set up his advice has proved to be excellent and accurate. I can log onto my account and follow exactly the progress of my pension investments. I have no hesitation in recommending Alan Curtis' services.

Sheila D, Louth

Thank you for taking the time fully understand my life circumstances as well as the details of my pensions, savings, investments and income. The analysis that you have undertaken on my behalf and the options that you have been able to present and explain to me, have allowed me to take important decisions regarding savings, pensions and other investments with much greater confidence. As you know I am not ready for retirement, but am now much more prepared for it, financially and mentally, thanks to your patience and sound advice.

Mr A J B, Louth, UK

Where to find us

Fairfield Enterprise Centre, Lincoln Way, Louth, Lincolnshire, LN11 0LS

Make an enquiry

About us

I’m based in Louth but I usually travel to meet clients in their own home or place of work - simply because that's where the paperwork usually is!

Trusted and impartial advice, where the client sets the agenda. Please call or email me for an informal discussion about your plans. Your first meeting will be at my expense.

Let me help you cut through the jargon and provide some clarity.

No corporate bias - working for you with the full support of a national, multi-award-winning technology and compliance provider.

This is the best of both worlds: access to a trusted individual for face-to-face and high quality advice, with the backup and continued support from a highly successful national organisation.

I'm a highly experienced financial adviser with 26 years of industry experience* - a specialist in all aspects of pensions advice (including Final Salary transfers) but also investments, tax and estate planning.

*See the full extent of my financial services qualifications in the 'Meet Our Advisers' section above*

Save time, become better informed and use highly secure, cutting-edge client technology to track your progress. (I'll even show you how to use this to its full potential.)

Our services

* First meeting: at my expense to see if I can help and to see if you like the way I work.
* I'll listen to you and understand your future plans andr eview all existing financial arrangements to check costs, performance and suitability
* Make recommendations to help you to meet your goals
* Implement plans
* Post any documents to your own secure (award-winning) client website
* Track your progress online
* Face-to-face reviews
* Ongoing help and support
* Continuity guaranteed from a national financial services company
* Great for pension reviews, transfers and flexible drawdown.

Make an enquiry Request a call back 01507 234025 Recommend to a friend

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- SIPPs
- Stakeholder
Financial planning
- Wealth management
Investments
- Ethical investments
- ISA / Unit Trusts / OEICs
- Investing for income
- Investment trusts
- OEICs
- Offshore investments
- Socially responsible investments
- Traded endowment policies
- Unit trusts
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Business
- Corporate pension
- Employee benefits
- Group Pension/Stakeholder
- Group Protection/Life Insurance
- Group critical illness
- Group income protection
- Group life insurance
- Group private medical insurance
Long Term Care
- Long term care

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£100,000

Minimum mortgage value

£0

Make an enquiry Request a call back 01507 234025 Recommend to a friend

Contact options

Make an enquiry Request
a call back 01507 234025 Recommend to a friend

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