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  11. David A Smith True Potential Wealth Management LLP

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
10/10
FCA verified
15th July 2019
Bringing a refreshing and informative advisory approach to anyone with pension, investment or protection needs. Let me help....
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Group pensions
    • Group protection
    • Long term care
Make an enquiry Request a call back 08000 449578 Recommend to a friend
Meet our advisers
David Smith DipPFS, Cert CII (Life & Pensions)
Wealth Partner
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

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

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£0
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.

Make an enquiry Request a call back 08000 449578 Recommend to a friend
Contact options
Make an enquiry Request
a call back 08000 449578 Recommend to a friend

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