As a Financial Adviser with True Potential Wealth Management, part of the successful True Potential Group, I am committed to delivering better value, choice and results for you. We aim to put the Customer First by getting to know their needs and aspirations, by helping them set goals and try to realise their long term financial aims - retiring early, having the funds to finance their children's University Education as two examples.
I provide advice on Savings and Investments, Retirement Planning, Protection, Trust and Estate Planning, and Business and Succession Planning.
I take the time to get to know you and find out what’s important to you. With this knowledge, I can produce a financial plan focused on your goals, taking into account your personal situation. In addition, through the use of True Potential’s award-winning technology, I can deliver straightforward and transparent advice in a simple and convenient way.
You the Client can choose to have YOUR OWN CLIENT WEBSITE. This gives you greater control for your financial planning with access to monitor your goals, investments, pensions, 24/7 online and via tablet or smartphone. You have greater potential to reach your financial goals and plan this at your finger tips.
The Client Website's enable you, the client to better take control of your own Financial Planning destiny with access to Goal Setting and Impulse Save Functions - clients can add monies themselves to their Retirement, ISAs and Investment Plans. We give control at your fingertips to plan and assess your journey to reaching your goals. Protection Advice as well on how to protect your money and your Family in the event of illness or injury means all round Holistic Financial Planning is Available.
Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX
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