I am a Wealth Management Partner with True Potential Wealth Management. My philosophy is to build lasting client relationships. I do this by holding regular review meetings and ensuring that I work together with my clients to help them achieve their goals. This may be making sure that there is sufficient income for retirement, saving for that dream holiday, protecting their family or simply arranging a mortgage for a house purchase.
I have over 25 years’ experience in the Financial Services Industry working with major Financial Institutions and also as an Independent Financial Adviser. I am based in the North West and am happy to meet clients either at their home or at my office which is based in Colne.
For me it is all about the client. The first meeting is totally free of charge, no two clients are the same so it’s vital I know what the priorities are so that we can work together towards achieving your goals. We can then make sure that plans are in place to help for both now and the future.
I feel it’s important that all my explanations are clear so I like to keep things simple and easy to understand. The award winning True Potential Systems ensure that its easy to keep track of all your financial planning in one place, via the desktop site or through the mobile phone app. This works hand in hand with the regular reviews meetings that we hold and of course I can be contacted as and when needed.
The areas that I advise on are
i) Retirement planning
ii) Saving and Investment
iii) Protection Needs
v) Overall Tax efficiency
Tel: 07734 312420