Nick Berry - Financial Adviser

I joined True Potential Wealth Management in 2019 because I recognised their proposition for my clients was unique to the advice market and offers real value.

I gained my certificates to become a Financial Adviser 14 years ago and since then I have helped hundreds of clients to achieve their long-term financial planning goals. I owe the growth of my business to my existing clients who have referred me to friends, family and work colleagues in great numbers. I always aim to deliver my advice in a clear, concise way, while making sure I take a hands on approach.

I believe the key to a successful client outcome is listening to what your client wants at the outset, then continuously reviewing their circumstances to make sure they are on track, whilst managing any unforeseen challenges along the journey. The technology on offer from True Potential allows both client and adviser to monitor client goals regularly to ensure your target will be met, while keeping you fully informed with 24/7 access to your portfolio.

Our holistic advice process takes into account all of your financial needs, from investment and retirement planning, Final Salary/Defined Benefit pension transfer advice, through to advice on tax and inheritance issues. This removes complexity and time spend on your behalf.

Why not get in touch to discuss my “Beyond Wealth Management” proposition further?

Areas Served

  • All of UK

Reviews and Ratings for Financial adviser Nick Berry, Newcastle-upon-Tyne

Nick Berry - Financial Adviser

Nick Berry - Financial Adviser

I joined True Potential Wealth Management in 2019 because I recognised their proposition for my clients was unique to the advice market and offers real value.

I gained my certificates to become a Financial Adviser 14 years ago and since then I have helped hundreds of clients to achieve their long-term financial planning goals. I owe the growth of my business to my existing clients who have referred me to friends, family and work colleagues in great numbers. I always aim to deliver my advice in a clear, concise way, while making sure I take a hands on approach.

I believe the key to a successful client outcome is listening to what your client wants at the outset, then continuously reviewing their circumstances to make sure they are on track, whilst managing any unforeseen challenges along the journey. The technology on offer from True Potential allows both client and adviser to monitor client goals regularly to ensure your target will be met, while keeping you fully informed with 24/7 access to your portfolio.

Our holistic advice process takes into account all of your financial needs, from investment and retirement planning, Final Salary/Defined Benefit pension transfer advice, through to advice on tax and inheritance issues. This removes complexity and time spend on your behalf.

Why not get in touch to discuss my “Beyond Wealth Management” proposition further?

Areas Served

  • All of UK

Reviews and Ratings for Financial adviser Nick Berry, Newcastle-upon-Tyne

Areas of Expertise

Investment Planning

Reliable wealth management advice and the right investment strategy are crucial to securing your financial wellbeing. If you are looking to invest for income or growth, I can provide quality advice, comprehensive solutions and ongoing service.

True Potential Investments’ carefully constructed range of risk-rated funds, including the exclusive True Potential Wealth Strategy Funds, enable you to spread your investments across a wide range of asset types and fund manager styles to create a personal, diversified portfolio solution.

As a client, you will also have 24/7 access to your investments on your personal client site and the ability to top up on-the-go with True Potential’s world-first impulseSave® technology.

Retirement Planning

Regardless of where you are in life, it is important to receive expert and professional advice on your retirement plans and requirements.

Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and access to world-class investment funds. Plus, I can ensure that you are taking full advantage of new pension freedoms.

In addition, our unique True Potential One® life planning tool helps you manage both the accumulation and drawdown phases of your retirement.

Protection

Protecting you and your family from unforeseen circumstances is essential now, and in the years to come.  I can provide protection cover in the various forms of life, critical illness and disability solutions as well as guidance on Inheritance Tax.

My clients say...

Nick Berry - Financial Adviser

"Over the years Nick has explained everything very carefully to me. He asks questions to get to know exactly what I want and where I want to save my money, he fully understands my needs and my goals. He always explains the risk factors. He is always patient and has treated me as an individual."

My clients say...

Nick Berry - Financial Adviser

"Nick thoroughly scrutinized my existing Pension Scheme and clarified exactly what this would mean for my future benefits. He also comprehensively explained alternative options available to me which proved invaluable in helping me decide how to proceed pension wise. I was extremely impressed with his professionalism and unbiased advice which he delivered in such a way as to give me confidence that I had understood all the alternatives (a refreshing change not to be bamboozled with jargon)."

My clients say...

Nick Berry - Financial Adviser

"Nick has played an integral role in building my personal financial well being . He is always available to answer questions and research to make sure that my investments are on track with my needs . Nick always offers sound financial advice based on my investment objectives as well as my personal needs. He keeps in regular contact with me and provides me with ongoing financial advice as my needs and markets change ."