The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
Brian has over 28 years experience as a financial adviser in the Northumberland and surrounding areas, having worked very closely with many local firms including some of the larger Pharmaceutical companies for many years. He is now a Partner with True Potential Wealth Management where he continues to provide ongoing financial advice with a greater emphasis now, more than ever being placed on retirement and pension advice, especially since the introduction of Pension Freedom in April 2015.
True Potential offer a unique approach to financial advisory services for clients throughout the UK, we use the latest technology to provide straightforward and transparent financial advice in a simple and convenient way, along with giving you 24/7 online access to your complete financial affairs.
We are an award-winning group of companies, working with close to 20% of UK financial advisers and through our focus on technology, we provide simple, effective and unique financial solutions built for the future and that of our clients.
As one of the UK’s most innovative financial services organisations, we believe that what we are doing has great value and will help revolutionise the way wealth management is delivered to customers for years to come.
We develop individual financial plans based on your needs now and in he future, with the professional standards you would expect from an award winning firm. We will work closely with you in an efficient manner to achieve your financial goals.
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