Expertise

  • Pension Transfers
  • investment planning
  • Wills
  • Investment
  • enterprise investment schemes
  • Pensions
  • Pensions on Divorce
  • vct (venture capital trusts)

Summary

As a Chartered Financial Planner 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.

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.

Plus, through the use of True Potentials 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 more than 35 years, I’ve been helping individuals and families reach their financial goals. After receiving my accreditation from the Chartered Insurance Institute, I became a qualified adviser and have pursued professional courses from the Chartered Insurance Institute. Since that time, I’ve continually enhanced my knowledge and expertise through industry events and formal training. I achieved Chartered Financial Planner status in 2015.

I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.
Areas Served
North West England


Experience

  • True Potential Wealth Management LLP

    Wealth Manager
    100+ Employees 2011 - Current

Qualifications

 

Chartered Financial Planner 

Pension Transfer Specialist


Email David

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