David A Smith True Potential Wealth Management LLP

Financial Adviser (Restricted Whole of Market) Springfields, Tealby, Market Rasen, Lincolnshire, LN8 3XP

First meeting at adviser's own cost

Response rating

9.5/10

13th August 2018

Bringing a refreshing and informative advisory approach to anyone with pension, investment or protection needs. Let me help....

We can advise you on

Business
- Corporate pension
- Group life insurance
- Group pensions
- Group protection
Financial planning
- Wealth management
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Income protection insurance
- Life insurance
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Long term care
- Long term care
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Meet our advisers

David Smith DipPFS, Cert CII (Life & Pensions)

Wealth Partner

Qualifications & Accreditations Hide qualifications

R06 - Financial Planning Practice (CII)

This qualification helps advisers develop and demonstrate their financial planning capabilities.

R05 - Financial Protection (CII)

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

R04 - Pensions and Retirement Planning (CII)

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

R03 - Personal Taxation (CII)

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

R02 - Investment Principles (CII)

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

R01 - Financial Services, Regulation and Ethics (CII)

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

CF8 - Certificate in Long-Term Care Insurance (CII)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

What our clients say

I have known David a very considerable number of years and I have always found him to be entirely straight forward, and he has provided to be very helpful indeed to both me and my wife in a personal capacity, and also a number of clients of mine, to whom I have recommended the services and advice of David. As I say, I find him to be extremely trustworthy and most helpful and would not hesitate in any way to recommend anyone to seek advice in connection with financial matters.

Tim C, Grimsby

Just wanted to take the opportunity to say 'thank you' very much for all of your time and help recently. It is very much appreciated.

Linda Wood, Grimsby

Where to find us

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
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.

Compliance

David A Smith is a registered individual of True Potential Wealth Management which is authorised and regulated by the Financial Conduct Authority. FSR number 529810. Investment - Independent Advice - We will advise and make a recommendation for you after we have assessed your needs. Our recommendation will be based on a comprehensive and fair analysis of the market. Restricted Advice - We will only advise and make a recommendation to you after we have assessed your needs. We offer full advice on limited types of Products. Primarily, we will advice you on Strategy Funds and the tax wrappers held on the True Potential Investments Wealth Platform; in circumstances where this is not suitable to meet your needs, we will broaden our research to other companies with products not available on the True Potential Wealth Platform, which we use when it is suitable. You may ask us for a list of those companies. Investments can fluctuate in value and investors may not get back the amount they invest. Tax treatment is dependent upon individual circumstances and may be subject to change in the future. Non-investment protection contracts - We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers. The guidance and/or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customer in the UK.

We can advise you on

Business
- Corporate pension
- Group life insurance
- Group pensions
- Group protection
Financial planning
- Wealth management
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Income protection insurance
- Life insurance
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Long term care
- Long term care
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£20,000

Minimum pension value

£0

Compliance

Contact options

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