True Potential Wealth Management
As a Financial Planning Wealth Manager providing specialist Pension and Investment advice across Lancashire and Preston, my aim is to help you make the right financial choices.
I offer a goal based financial planning solution which is built around your own personal situation and aspirations for the future. So if you are looking for a comfortable retirement or creating and preserving your hard earned wealth, I can work closely with you to help you achieve your financial goals.
Managing your wealth and navigating your way through the new Pension Freedom rules can be daunting and time consuming. Making a mistake here can be costly and possibly irreversible. I can help by addressing every aspect of your financial wellbeing from Investments and Insurance to Estate Planning and Taxation, whilst also offering additional opportunities.
I have been providing financial planning solutions to individuals and families across the Lancashire to help them reach their financial goals for over 22 years.
I obtained my Financial Planning Diploma from the “Institute of Financial Services” and I have the “Statement of Professional Standing” which confirms that I hold a qualification that is listed in the FCA (Financial Conduct Authority) Handbook as being appropriate for those engaged in the delivery of retail investment advice. It also means I complete a programme of Continuing Professional Development that meets the required standards and has complied with the FCA’s Statements of Principle for Approved Persons (APER).
I am a partner within True Potential Wealth Management and through the use of their award winning technology I can provide clear and concise financial advice and access to your financial affairs at all times on your own purposely built web site.
So if you need assistance with Pension Planning, Retirement Planning, existing or new Investments. Any aspect of Protection, estate planning or taxation, please do not hesitate to contact me through my contact page or on 07990900128.
I look forward to hearing from you.
Your capital is at risk. Investments can fluctuate in value and you may get back less than you invest. Past performance is not a guide to future performance. Tax rules can change at any time.
I offer advice on limited types of products. Primarily, I will advise on strategy funds and tax wrappers held on the True Potential Wealth Platform. In circumstances where the True Potential Wealth Platform does not have a product to meet your needs, I will broaden my research to other companies with products not available on the True Potential Wealth Platform. You may ask me for a list of those companies.
True Potential Wealth Management LLP is authorised and regulated by the Financial Conduct Authority. FSR No. 529810. www.fca.org.uk. The Financial Conduct Authority does not regulate will writing, buy-to-let mortgages, tax advice or estate planning.
Registered in England and Wales as a Limited Liability Partnership No. OC356611.
Special Offers!
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Low cost AutoEnrolment schemes for Chorley businesses.
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Final Salary (Defined Benefit) Transfers available.
Customer Testimonials
True Potential set up my Auto Enrolment scheme for me in an affordable and hassle free manner, they were able to provide me with peace of mind that I wouldn't miss my staging date and with a system which needs very little input from me. My second business will need a separate scheme and I will definitely be using Gary from TP again.
They were able to look at my existing pensions and discovered that I was paying high charges in a poor performing fund. They were able to simplify my situation by bringing all of my fragmented plans together, I ended up with lower charges and a better performing pension fund.I was also able to set up a Drawdown plan for the future.
Gary at True Potential helped me out when my Bank stopped giving me financial advice.He was able to get me a better deal for my Investments and Pensions, he gave me clear information and I am now enjoying a happy retirement.
True Potential have provided me with a far superior pension plan than my old pension provider, I can meet Gary whenever I want to and he has helped get me a better value life policy which has made my wife very happy.
True Potential are currently looking at my old Final Salary Defined Benefit scheme to see if it is in my best interests to transfer it.
