As a Wealth Management Partner with True Potential Wealth Management, I'm genuinely committed to delivering better value and choice for my clients.
With now over 30 years experience as a Financial Planner, I am passionate about building long term relationships with all of my clients, founded on exceptional service, integrity and Professional Financial Planning Advice.
In my experience, no two clients are the same and off the shelf solutions are very rarely suitable. Therefore I will seek to understand your personal financial objectives to ensure that I deliver a financial plan that is unique and appropriate to you.
For me, setting a goal is the single most important step in creating your financial plan; and that is why I will take the time to uncover the real reasons why you are saving and I will help you to produce a plan that meets your needs.
I also work on the premise that there is no point in recommending a strategy that I can't explain or that my clients won't understand. That's why I always present my advice in a simple and straightforward way.
With better value and choice this will allow you as a client to be better informed, confident and empowered to achieve your financial objective.
The most important thing a Financial Planner can do for a client is to help define your goal and then, over time work closely with you to achieve that goal.
Good Financial Planning will provide a 'map and compass'. The map is simple, it shows where you are now but where you want to be and by when.
Without that vital extra step - setting a goal, there can be no plan!
Suite 24, Orchard House, Halsall Business Park, 17 Summerwood Lane, Halsall, Ormskirk, West Lancashire, L39 8RG
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