David A Smith True Potential Wealth Management LLP
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.
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.
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.
Springfields, Tealby, Market Rasen, Lincolnshire, LN8 3XP
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Telephone
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Online (Live chat, video, email)
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Face to face
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