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.
Based in Rossendale, financial services is what I do. 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.
It's your Retirement , make sure your Pensions whether personal, work based, final salary, old or new are working towards your retirement goals.
What is it you are saving for, a new house ? your children's future ? a rainy day ? use the right plan (ISA, GIA, Bond) to get the most tax efficient wrapper for your money.
Mortgages and Equity Release
Find the right rate on the right plan quickly with a whole of market search
Life Cover, Critical Illness, Income Protection all sourced from the whole of the market and expert advice given.