Alan Curtis, Wealth Management Partner at True Potential LLP

Initial consultation free
Trusted, experienced, friendly & jargon-free! Pension Transfer Specialist (including Final Salary schemes). VouchedFor Top Rated Adviser 2023. Enjoy financial clarity, retire with confidence, save time and pay less tax. Face-to-face and online meetings.

We can advise you on

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, DipCII
Wealth Management Partner

What our clients say

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...
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...
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...
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...
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...
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...

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