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 financial services industry, including regulation, legislation and the Code of Ethics.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
As a Financial Adviser with True Potential Wealth Management, winners at the European Business Awards 2016/2017 & 2017/2018 and part of the successful True Potential Group, I am committed to delivering better value, choice and results for my clients.
Gaining over 5 years industry experience as an Administrator and Paraplanner within the back office of independent advice practices, I qualified as a Financial Adviser in August 2019. Adopting a client centred approach to financial planning, I aim to deliver clear-cut, jargon-free advice which aims to provide stability and security, whilst also ensuring that my clients realise their goals and ambitions, whether that be for individuals or corporate clients.
Through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.
I am extremely excited and proud to be associated with True Potential Wealth Management LLP and I look forward to joining you on your financial journey.
We recognise that our client's goals and ambitions vary tremendously. That's why we provide a range of options to suit your requirements and offer multiple service propositions, including our face to face advice process or our online advice process - whichever you would prefer, tailored to you.
Our advice processes are designed to be as streamlined and as frictionless as possible to ensure you get the most out of the experience. You will receive regular updates on the progress of the case, until we meet once again to discuss the advice recommendation in detail, incorporating Cashflow Planning if applicable.
We endeavour to build long lasting relationships with our clients, to work alongside you into the future, ensuring the initial advice remains suitable and relevant.
True Potential Wealth Management is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered in England and Wales as a Limited Liability Partnership No OC356611.
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