As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.
For me, planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most.
Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business, I can work with you every step of the way.
Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and Pensions to making sure your loved ones are protected with appropriate Life Cover while offering exclusive opportunities.
Plus, 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.
What sets me apart from other Financial Advisors? Well, for a start I care. After time my clients and their families become friends. Our relationship will not end when you invest. I will keep in regular contact with you ensuring you are kept up to date and well informed about your money.
For more than 13 years I’ve been helping individuals and families reach their financial goals. After receiving my qualifications from the Institute of Financial Services, I became an advisor and have kept my knowledge up to date with regular professional courses from the industry.
I am also very committed to giving back to my local community. I am a Governor of Charlesworth School and a Parish Councillor for Charlesworth & Simmondley Ward.
I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.