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  7. Lawrence Dean at True Potential

Lawrence Dean at True Potential

Independent Financial Adviser  1 Canada Square, Canary Wharf,, London,, E14 5AB
First meeting at adviser's own cost
The main purpose of my role is to help professionals protect and grow their wealth.
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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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Offshore investments
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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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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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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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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Sharia finance
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 17th May 2021
Meet our advisers
Mr Lawrence Dean

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

What our clients say
What were the circumstances that caused you to look for a financial adviser? I am a young, self-employed entrepreneur with extra income that I wasn't doing much with other than keeping it in a savings account and I wanted help to invest it for future returns. How did Lawrence help you? Lawrence devised a long-term financial plan with me that took into account my own risk tolerance as well as potential life events such as buying a home. He explained in a very clear manner how the investments would work and answered all the questions I had thoroughly. I am on the younger side of clients looking for financial advice and Lawrence was not only able to help me get my pension and investments set up, but also provide me with information and resources to improve my financial literacy and better understand my portfolio. He makes himself available for me to reach out to him if I ever have any questions or want to discuss my financial situation. Have you seen the outcome you were hoping for? I was
Simi, London
What were the circumstances that caused you to look for a financial adviser? we needed professional help How did Lawrence help you? he takes care of our financial services Have you seen the outcome you were hoping for? yes
Lee, kent
What were the circumstances that caused you to look for a financial adviser? Financial review of all of my circumstances. How did Lawrence help you? Very helpful and patient with me. Have you seen the outcome you were hoping for? Yes. What could they have done better? Nothing.
Jemma, London
What were the circumstances that caused you to look for a financial adviser? General Financial Review of all areas of my finances How did Lawrence help you? He looked at my entire finances and guided me through what everything meant and the benefits and consequences of all actions undertaken previously and going forward. Have you seen the outcome you were hoping for? Yes and some. I feel much better prepared for the future and I also understand a lot better my Financial Circumstances. What could they have done better? I can't think of anything.
Rose, London
What were the circumstances that caused you to look for a financial adviser? I was considering how best to manage a few small funds I had and suspected they would be better merged. How did Lawrence Dean help you? He found me a very competitive wrapper and managed the transfer. Have you seen the outcome you were hoping for? I have full online access to my fund and can now keep a better eye on how it's doing. It's a bit too early to say how well it's worked, but I am very content that it will be better than before. What could they have done better? I really don't think he could have done any more. I would be happy to contact him again.
Stephanie, london
hat were the circumstances that caused you to look for a financial adviser? I wanted to plan for my future retirement and maximise my savings but still be able to access some funds. How did Lawrence Dean help you? He explained the options available to me in a comprehensive and professional manner. He was polite and friendly and put me at ease straight away. Have you seen the outcome you were hoping for? I am happy with the outcome so far. What could they have done better? Nothing as I am happy with the advice and service provided
Christine, London
What were the circumstances that caused you to look for a financial adviser? Needed advice. How did Lawrence Dean help you? Explained proposals in finite detail. Gave me time to digest the information and make the right choices. Have you seen the outcome you were hoping for? Not yet, it’s early days!. What could they have done better? Nothing at this stage.
Shirley, London
What were the circumstances that caused you to look for a financial adviser? I had some extra income that I felt could benefit being put to use. How did Lawrence Dean help you? Lawrence has assisted in giving me a realistic balanced view on options and has been very honest and open about the risks and potential of the suggested plans. Have you seen the outcome you were hoping for? Excelled beyond what I expected. What could they have done better? In all the years of my experience I believe the way he has conducted himself and his application of knowledge and how the information was presented to me in such a palatable way should be a blueprint for anyone providing advice. I couldn't fault my experience
Geroge, London
What were the circumstances that caused you to look for a financial adviser? new pension regulations. How did Lawrence Dean help you? set up the company and new personal pension scheme and reorganised my existing portfolio. Have you seen the outcome you were hoping for? yes.
Patrick, Kent
What were the circumstances that caused you to look for a financial adviser? I was looking for a review of my pension (SIPP). How did Lawrence Dean help you? Lawrence helped by initially reviewing what I already had in place and then based upon this information and my own personal views on risk made a recommendation. His explanation was clear and easily understood. Have you seen the outcome you were hoping for? The process has been very smooth with no issues. What could they have done better? To make a review more constructive and useful for others I always try to think of a negative, but if I'm honest I can't think of anything!
Jason, London
About us

I enjoy making financial planning as easy and pain free for my clients as possible.

The main purpose of my role is to help professionals protect and grow their wealth with effective financial planning.

I am committed to delivering better value and choice for my clients.

With over 15 years experience helping business, individuals and families reach their financial goals, I offer a wealth of knowledge and expertise.

My drive, commitment and above all passion is working with ambitious business owners and individuals, helping them to build a solid financial platform.

Where to find us
Head office address: 1 Canada Square, Canary Wharf,, London,, E14 5AB
Service coverage
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 17th May 2021

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