Financial Adviser with True Potential
I joined True Potential Wealth Management as a Wealth Management Partner in October 2020 combining excellent customer service with industry leading technology, including the amazing ImpulseSave functionality.
Prior to this, I worked at a local Independant Financial Adviser firm in Bridlington for 7 years. I have over 31 years experience in financial services which includes 20 years experience working in retail banking. I am qualified as a financial adviser up to Diploma level, which was attained in Nov 2011. I also hold both the CeMAP qualification (Mortgage Advice) and CeRER qualification (Equity Release advice)...
I specialise in providing holistic financial advice to personal clients, helping them achieve their financial goals in areas including saving and investment, retirement planning, mortgages, mortgage protection, family protection, equity release and IHT planning.
I am currently the Regional Director for a local business networking group BoB Clubs (Yorkshire) Ltd and regularly attend business networking events throughout Yorkshire. There are in excess of 40 current members within the groups who meet fortnightly and successfully generate additional business opportunities and provide ongoing support to each other.
I can review your investment and savings accounts, and create a bespoke financial plan that you’ll be able to track 24/7
with award-winning technology.
Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and can ensure that you are taking full advantage of new pension freedoms.
I can review all your accounts and create a bespoke plan that makes the most of your tax allowances and maximises the amount your beneficiaries can inherit.
Whether you are a first-time buyer or have a property portfolio, with the vast array of products and lenders, I can provide the specialist advice you need.
I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
Office Manager
I have worked for Rob for over 3 years and undertake duties including booking appointments, office duties, client liaison, chasing mortgage applications and general enquiries.
I have previous experience working within the banking sector, property sector and multiple customer service roles...
I also hold the CeMAP mortgage qualification.
Our aim is to revolutionise the way wealth management is delivered. We believe that by using award winning technology to deliver financial services, we empower financial advisers and their clients to take control of their futures.
Whether you’re aiming to pay off your mortgage, cover university fees or just grow your money our Portfolios use a pioneering approach known as Advanced Diversifications to find opportunities for growth that others can’t replicate.
Our clients can check their investments 24/7 and top up anytime with impulseSave. They also get access to exclusive features like True Potential Rewards, which enables them to earn cashback from over 4,000 retailers.
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