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Alan Curtis, Wealth Management Partner at True Potential LLP
Alan Curtis, Wealth Management Partner at True Potential LLP
Initial consultation free
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Trusted, experienced, friendly, relaxed, ace explainer. Chartered status. VouchedFor Top Rated Adviser. Pension Transfer Specialist inc. Final Salary. Face-to-face/online meetings. Enjoy financial clarity, retire with confidence, save time, pay less tax.
We can advise you on
Clients
helped
129
Minimum
pension value
£100k+
Minimum
wealth
£100k+
Minimum
mortgage value
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
MR Alan Curtis BEng, DMS, AFPC, CertCII(MP)
Chartered Financial Planner
What our clients say
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Mr A J B
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...
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Sheila D
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...
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Sue C
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...
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Mr & Mrs B.
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...
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