David Smith - True Potential Wealth Management

Restricted - Whole of Market  3rd & 4th Floors, Wolverhampton, WV3 0SR
check
FCA authorised
Last authorised 3rd May 2021
My focus is ensuring my clients achieve their financial goals and are empowered to make informed decisions about their future. Tax efficiency, investments and expertise in pensions, including Defined Benefit advice, are my key specialisms.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Defined benefit
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Group Pension/Stakeholder
Meet our advisers
Mr David Smith Dip PFS
Financial Planner & Wealth Management Partner
Mr Scott Hanley
Financial Planner & Wealth Management Partner
About us

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 clients 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.

Our services

I will gain a thorough understanding of your current circumstances and future aspirations, whether this be protecting your family's assets, investing for growth or income or helping with the complexities of pension planning and retirement.

I will ensure you feel in control of your finances and that you are able to make informed decisions. Any recommendations will be made in your best interests and in an easy to understand format.

True Potential have an excellent, value for money and comprehensive offering. An award winning Platform with fantastic technology that puts you in control.

They utilise some of the best, most respected, global investment houses, so you know your money will be in trusted hands.

I will be delighted to help you with your financial planning needs and look forward to hearing from you.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

True Potential LLP is registered in England and Wales as a Limited Liability Partnership No. OC380771.

Registered head office : Gateway West, Newburn Riverside, Newburn, Newcastle Upon Tyne, NE15 8NX

We use meeting facilities around the UK, however the above address is our only registered office.

3rd & 4th Floors, 84 Salop Street, Wolverhampton, WV3 0SR

Similar advisers near you

Restricted - whole of market 0 mi
With over 30 years’ experience, John was selected as National Wealth Partner of the year 2017 and National Elite Partner 2019 from over 500 other company advisers. You will understand why he is regularly recognised in this way when you speak with him
 
Independent Financial Adviser 0.21 mi
Taking time to listen and understand your needs so I can help you achieve your goals.
 
Independent Financial Adviser 0.21 mi
One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
 
Independent Financial Adviser 0.35 mi