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
My clients enjoy financial clarity, retire with confidence, save time and pay less tax. I'm trusted and friendly, a VouchedFor 2020 Top Rated Adviser & Pension Transfer Specialist (including Final Salary schemes). Choose face-to-face or online meetings.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 21st September 2020
Meet our advisers
Alan Curtis BEng, DMS, Cert CII (MP), Dip CII
Wealth Management Partner

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

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 assesses a knowledge and understanding of financial protection plans.

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.

This exam accesses understanding of the financial services industry including regulation and legislation.

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

This qualification accesses the advanced skills needed for advising on income planning to those in and approaching retirement

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 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
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
Alan was extremely professional, polite and courteous. He gave me the best part of one hour of his time on a Bank Holiday afternoon and went above and beyond what would be considered to be a free initial consultation. He was so very thorough and I felt that he was really 'listening' to me, rather than just hearing words and having ready made answers with inherent prejudices. Alan demonstrated his wealth of knowledge and understanding, as I had done much research myself and carefully investigated aspects concerning pensions and other investments as far as they affected my circumstances, and he was more than happy to discuss this with me. He also seems like a really nice, genuine person!
Kevin, Lincoln
After my dad died we needed help with our finances. Alan made everything easy to understand. He was and still is so helpful and knowledgeable and I feel that he genuinely cares and wants the best for his clients. We have seen the outcome we were hoping for and more. I really can think of how Alan could do anything differently.
Amy, Skegness
I wanted advice on the transfer of a final salary pension and Alan gave advice and possibilities to consider and takes time explaining all aspects in easy to understand terms He puts you at ease and gives confidence that you are doing the right thing for the future
Jeanne R, Great Coates
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!

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

Recognised by VouchedFor as a Top-Rated Adviser in 2019 & 2020, this is based entirely on client feedback.

* 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
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    Online (Live chat, video, email)
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 21st September 2020

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