The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
As a highly experienced Financial Adviser with True Potential Wealth Management, part of the highly successful, award winning True Potential group of companies, I’m committed to delivering better value, choice and results for my clients. I believe in placing clients at the centre of what I do and providing a financial planning service built on honesty, trust and integrity.
Over 14 years’ experience working in banking and financial services advising a broad range of individuals, families and businesses, I bring a wealth of knowledge and expertise. My advice covers a broad spectrum of wealth management, including retirement planning, inheritance tax planning, savings and investments. Additionally, I advise on protection, ensuring families are covered in all areas.
Managing your wealth can be complex and time-consuming. I can simplify this by addressing all aspects of your financial wellbeing, cutting through the jargon and delivering open, transparent and clear advice. I appreciate the need to fully understand your situation and objectives before providing tailored advice and take great pride in helping clients make the most of their money and achieve and/or exceed their goals.
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