Alan Curtis, Wealth Management Partner at True Potential LLP

Restricted - Whole of Market  Fairfield Enterprise Centre, Louth, Lincolnshire, LN11 0LS
First meeting at adviser's own cost
ONLINE MEETINGS AVAILABLE: Pension Transfer Specialist, Inheritance Tax, Investment advice. Experienced, highly qualified, friendly. Jargon-free and valued advice.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Long term care
Response rating
9.5/10
check
FCA authorised
Last authorised 6th July 2020
Meet our advisers
Alan Curtis BEng, DMS, Cert CII (MP), Dip CII
Wealth Management Partner

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.

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

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

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

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

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

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.

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

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.

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
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
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
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 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
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
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!

NEW: Also available to offer advice online using Zoom in conjunction with our sophisticated back office systems.

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 27 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 and review 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.

Where to find us
Head office address: Fairfield Enterprise Centre, Lincoln Way, Louth, Lincolnshire, LN11 0LS
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
9.5/10
check
FCA authorised
Last authorised 6th July 2020

Similar advisers near you

Independent Financial Adviser 1.17 mi
The largest and leading provider of Independent Financial Advice in the Humber & Lincolnshire region offering friendly, expert advice
 
Independent Financial Adviser 1.22 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.
 
Restricted - whole of market 9.92 mi
We provide straightforward and transparent advice in a simple and convenient way, helping our clients to achieve their financial goals
 
Independent Financial Adviser 12.86 mi
We listen, you prosper.