David Smith - True Potential Wealth Management

Financial planning can be somewhat of a daunting prospect and complicated at times.  I will guide you through your financial journey, ensuring you are looked after and in safe and trusted hands.

I have been in the financial services industry for over 15 years and have built long-lasting, enduring relationships with my clients. I have a particular specialism around the complex area of Defined Benefit pension advice, helping clients achieve their desired outcome, wherever possible.

I do not blind my clients with science, but am open, honest, and use language that is jargon-free, so you will feel at ease and in control of your decision making.

True Potential Wealth Management are a national company and experts in managing client's monies, from their excellent investment portfolios through to their award winning, platform. 

The platform has ISA, investments and pension tax wrappers so all your investments can be seen in one place and at the touch of a button on your computer and mobile devices.

The innovative tools ensure you have a clear vision of your future and I can help keep you on track of your pension and investment goals, making adjustments, if we feel this is necessary.