As a Partner and Diploma Qualified Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.
For me, planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most.
Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.
Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well being from investments and insurance to tax and estate planning while offering exclusive opportunities.
For more than 18 years, I’ve been helping individuals and families reach their financial goals. I spent 18 years working for HSBC Bank as a Financial Adviser. I took the decision to work for myself after many years in high street banking and feel that I can offer a bespoke service to my clients in the medium of English or Welsh language.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Tynewydd, Nantycaws, Carmarthen, Carmarthenshire, SA32 8EX
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