David A Smith True Potential Wealth Management LLP

Restricted - Whole of Market  Springfields, Market Rasen, Lincolnshire, LN8 3XP
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FCA authorised
Last authorised 22nd February 2021
Bringing a refreshing and informative advisory approach to anyone with pension, investment or protection needs. Let me help....
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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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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Buildings and contents
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Critical illness
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Income protection insurance
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Life 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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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group life insurance
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Long term care
Meet our advisers
MR David Smith DipPFS, Cert CII (Life & Pensions)
Wealth Partner
About us

Over 25 years in helping clients achieve their financial aspirations within the financial services environment. Experienced in pension advice, investments, estate planning and protection.

Thoroughly enjoy meeting new clients and building long term relationships.

I want to work with clients, creating a relaxed and informal environment to discuss their financial aspirations.

Access to award winning technology, support and compliance/regulatory guidance.

Working with the Open University to provide helpful education to our clients.

Happy to meet at a location convenient for you.

With the support of Award Winning Technology and establishing long term client relationships I can bring a refreshing educative approach.

Please telephone or email me for an initial discussion around your plans and your aspirations. The initial meeting is without cost and is a great opportunity to ask all those questions you may have and address any concerns.

For further detail please see my website <url hidden>
You will have access to the services and the professional advisory approach I take. Also the testimonials from my clients.

Our services

I will ensure I tailor the advice specifically and uniquely to your objective.

I will listen, and answer any concerns you have.

I work at a pace that my clients are totally comfortable with and ensure everything is transacted in a relaxed, open and informal environment.

Great technology keeping my clients in total control of their plans and finances.

I establish long term professional advisory relationships with my clients. Establishing a plan is important but supporting my clients with this plan over many years is where I add the extra value.

Creating and preserving wealth.

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Springfields, Tealby, Market Rasen, Lincolnshire, LN8 3XP

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