True Potential Financial Planning

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.

Planning for a stable financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most, and understanding those people and dreams is my top priority.

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 or leaving a legacy to your loved ones or a cherished cause, 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 wellbeing from investments and insurance to tax and estate planning while offering exclusive opportunities.

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.

For over 20 years, I have been helping individuals and families reach their financial goals. Since that time, I’ve enhanced my knowledge and expertise through industry events and formal training.

I am based in Hertfordshire and cover the whole of the UK. Aside from finance, I am a proud father, which takes up most of my free time. I am also a Member of the Magic Circle – the world’s foremost members club for Magicians. My hobby of magic turned professional in my early 20s, and I now perform sophisticated shows and workshops for companies across the UK. It’s a fantastic and highly sociable interest, and my clients often enjoy coming to my evening shows in Hertfordshire and London.