David Smith - True Potential Wealth Management

Restricted - Whole of Market  Maple House, Potters Bar, EN6 5BS
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FCA authorised
Last authorised 13th September 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
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Annuity purchase
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Auto enrolment
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Defined benefit
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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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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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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
Meet our advisers
Mr David Smith DipPFS
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
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    Telephone
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    Online (Live chat, video, email)
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    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.

Maple House, High Street, Potters Bar, EN6 5BS

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