I offer clear and impartial Pensions and Investment advice, with a completely free, no obligation initial meeting.
What our clients say
Jonathan did an excellent job of explaining the different investment options in a friendly and easy to understand way. He explained the benefits and risks to the specific investments I was interested in and then walked me through the process of investing. He also helped me out several times when I needed assistance with the website and logging on. thank you for a great service.
I have been a client of Jonathon’s for over 4 years now, at all times Jonathon has been fully aware of my financial situation and tailored my investments according to this, clearly explaining the different options available to me and making recommendation accordingly. The investments I have done with Jonathon have all done well, some better than others-however that is to be expected!, Going forward I intent to use Jonathon for years to come and I would have no hesitation in recommending him for his advisory services.
Jonathan is very good at informing you every step how your investments are doing, a good listener and more importantly a human being good person.
Explained in detail about the investments, companies dealt with used the computer to demonstrate how the were performing the options available costs involved answered any question/concerns. Gave material to read can be contacted if necessary and also get the visits and the time to understand . Risk assessments undertaken so you can discuss what sort of investments you want to undertake and how they can be monitored and also how he will follow and discuss the performance and options that can be taken.
I met Jonathan through Santander, the advise he gave to me indicated that he was knowledgeable , open and honest. I had no qualms about joining Jonathan in his new position and my investments are doing OK at the present time.
Listens actively, analyses options, and articulates clearly the choices available. Jonathan, also admits when he doesn't know something, and takes an action to research and report back. He is very honest, trustworthy, and exhibits high moral values.
Jonathan has good listening skills and works with us to understand our requirements. He never makes you feel rushed into making a decision and has a very pleasant persona.
Jonathan always goes out of his way to explain everything as simply as possible, therefore giving me the best information he can.
Jonathan is friendly, approachable and professional. He undertakes a thorough initial appraisal of the client's circumstances and explains honestly the options available. He listens carefully and discusses, with clarity any issues the client raises. He is always available by email, replying promptly and he keeps his clients updated with financial news items. He conducts regular reviews of clients' financial circumstances.
Jonathan Darwen is extremely efficient in his role as a financial advisor, we have known Jonathan for quite some time and have every confidence in him and the knowledge he has. He has the ability to completely put you at ease when discussing your financial needs, he has a common sense approach to the subject and we can highly recommend his services.
We found Jonathan to be very approachable, he understood our needs and didn't try to influence us to take risks. He listened to what we were hoping to achieve and guided us accordingly. No matter how much or how little you would like to invest we have no hesitation in recommending Jonathan.
Jonathan Darwen is an excellent professional whom I have known for many years, and is extremely efficient in his role as financial adviser. He undertakes a thorough appraisal of the client's needs and financial circumstances. He is well mannered and listens to all queries and concerns with patience, and will spend time explaining any concerns the client may have. He possesses a good ability to articulate clearly, and is honest, trustworthy and in my opinion is a first rate choice for anyone needing a financial adviser.
Very knowledgeable, helpful, punctual and second to none service. Transaction was seamless. I'd highly recommend this advisor.
I have found Jonathan to be very helpful in advising me how to progress my investments into retirement with True Potential. Prior to setting up with True Potential I received advice from him on several occasions over the years when he worked for a major bank. I certainly found that advice to be valuable in every sense, sound and presented in a professional, timely way without any pressure which made me feel uncomfortable. I find Jonathan to be very personable and a good and honest communicator.
I have only known Johnathan for a short while, and on our first meeting he was able to put me at my ease. He is able to explain in simple terms what he is doing, and what we can expect.
He is very friendly and approachable. Advise so far has been excellent
Jonathan is always on time and very smart in his dress code, he is always willing to spend time and explain things to you, I have known Jonathan a number of years now and always found him trustworthy and very helpful, I would not hesitate recommending him as an advisor
Jonathan has excellent interpersonal skills. I value his help and advice greatly as he has delivered on all aspects of my enquiries so far. It is early days at the moment but I have placed my trust in his knowledge and experience to make the correct investments for me.
Gives advise that is appropriate and understandable for people like me.
Our finance adviser is always available and responds promptly to queries we have had and messages left. He has taken the time to explain things in our language quite plainly and not using financial 'buzz' words that confuse a lot of us out of the finance world. He has been open regarding the costs to us both as a one off and annual fee. He has confirmed everything in writing including details of the fees. So we have our own records to call on and if necessary refer to as and when needed. We have found that he has a professional outlook managing at the same time to be friendly and respectful. He has also helped us giving advice in areas such as making a will by pointing us in the right direction. A thoroughly respectful, helpful polite person who is knowledgeable in his field.
Jonathans work ethic can be summed up as follows, a true professional who explains everything in a clear, concise professional manner. I have known him for several years and found that the advice he has given, to be valuable in every sense and as presented in a professional manner without any pressure has made me feel at ease in the financial market place.He is very approachable and willing to help his clients by going that extra mile, and with that in mind I have no hesitation in recommending Jonathan.
Jonathan is very understanding and helpful in guiding us to invest our savings to the best options that are open to us
From the get-go Jonathan was engaged, sincere and highly motivated to meet my needs as a customer. He has excellent interpersonal skills and a high level of professionalism. He discusses what is best for you and clearly outlines what is going on, unlike other financial advisors I had spoken to. I have been using him for the last 3 months or so and my investment portfolio is looking extremely good to date. I highly recommend Jonathan to anyone looking for a helpful, reliable and friendly financial advisor.
Johnathan provides regular updates and gives clear advice and ensures we understand any changes required to our portfolio
Jonathan is very personable and always willing to give his time to explain anything we are not sure about. Being able to talk to him with confidence and discuss our investments openly and without feeling any pressure is a particular strength which we really appreciate. The reviews are very valuable and meet our needs with regard to what is happening to our investments and future action - they give us a feeling of control and make us review our changing needs. We know that Jonathan is keeping on top of what is happening in the financial and investment world and is very determined to offer the best service.
We have known Jonathan for nearly 10 years, and in that time I can truly say that he has always given 100 per cent of his time and knowledge regarding our financial affairs.
Jonathan understands our needs regarding risk management and does not try to push you into something that you, yourself are not fully happy with. He always has time to speak to you with any query you may have whether this may be trivial, but which is major to you, putting your mind at rest. Jonathan will always advise the best way forward for each individual .
Jonathan is extremely professional in his attitude to all of his clients, puts you at your ease in an environment in which can be quite a jungle of facts and figures if you are not up to par with the ways of financial dealings, his understanding of explaining his advice in a down to earth manner is second to none.
Jonathan will always get back to you with your query, even at the weekend!
We would have no hesitation in recommending Jonathan to any of our friends who might require Financial Advice
Jonathan Darwen was my Financial Adviser for ten years whilst employed by Santander & because of his excellent advice & assistance during that period I engaged him to handle my future finances with True Potential llp. Jonathan possesses a first-rate ability to find exceptional investments & explain their prospective in comprehensible terms. He has a friendly forthcoming personality which makes the difficult task of organizing your financial investments extremely simple. Making contact with Jonathan is straightforward so you can check your investments with him at any time.
With over 18 years experience in financial services I am well equipped with the knowledge and qualifications to provide high quality financial advice.
My specialist areas are Investments and Pensions, with a particular emphasis on Final Salary pension scheme transfers for which clients require valuable advice (100k minimum value). If you have one of these pensions please get in touch.
With the new pension freedom rules having being introduced in April 2015, I now specialise in the new Flexible Drawdown proposition and many of my clients have been keen to look at consolidating old pension plans into one easy to manage plan where flexible income can be taken either now or in the future.
The initial meeting is always without cost and without time limit so please feel free to contact me to arrange a meeting at either my office on Preston docks or your home.
I also offer whole of market advice on protection products including Life Cover, Critical Illness, and Income Protection.
I guarantee a fantastic service via annual reviews and close face to face service, and the ability to monitor the progress of your funds using your own personalised website via True Potential's unique online proposition.
If you are positioning your Pension Plans or Pension Scheme Benefits for retirement, or if you are being asked to make some key decisions around them, you need to understand all of your options. Only then can you make an informed choice and reach the most suitable outcomes. I specialise in Pensions, particularly final salary pension scheme transfers, and if you need some advice I would be delighted to help. New options such as Income Drawdown have changed the pension market completely and its important to understand all your options fully.
Where to find us
Head office address: Old Docks House, 90 Watery Lane, Ashton, Preston, Lancs, PR2 1AU