I joined True Potential Wealth Management in 2019 because I recognised their proposition for my clients was unique to the advice market and it offers them real value.
I gained my certificates to become a Financial Adviser in 2006 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, pension consolidation, through to advice on tax and inheritance issues. This removes complexity and time spend on your behalf.
If you require a financial adviser in the North East or beyond, make sure you get in touch with True Potential Wealth Management today. True Potential Wealth Management works with clients across the North East and the UK, including in Newcastle, Gateshead, Sunderland, North Shields, South Shields, Gosforth, Jesmond, Morpeth, all across Northumberland, and Tyne & Wear.