David A Smith True Potential Wealth Management LLP

Restricted - Whole of Market  Springfields, Dunholme, Lincolnshire, LN2 3QY
First meeting at adviser's own cost
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
Response rating
7.0/10
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FCA authorised
Last authorised 17th February 2020
Meet our advisers
David Smith DipPFS, Cert CII (Life & Pensions)
Wealth Partner

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

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

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.

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

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

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

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

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.

What our clients say
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
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
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.

Where to find us

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

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
Response rating
7.0/10
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FCA authorised
Last authorised 17th February 2020

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