My mission is to provide financial planning to (but not limited to) LGBTQ+, neurodivergent, polyamorous individuals and people living with HIV.
Money itself isn't important, it's what you do with it that counts. I help get you where you want to be, using money as a tool to get there.
I love to help the these communities because they are close to my heart and may have different needs because the legal system wasn't built with ‘otherness’ in mind.
I provide a service based on respect, open-mindedness and judgment-free. On top of that I’m a Chartered Financial Adviser and work with a wide range of financial planning needs and products.
Here are some of the areas my clients might need help with...
-retirement planning
-protecting you and your family
-mortgages
-private medical insurance
-life insurance
-income protection insurance
-critical illness cover
-investment planning
-equity release*
Your home may be repossessed if you do not keep up repayments on your mortgage.
*This is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration.
True Self Wealth Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website http://www.sjp.co.uk/products.
SJP Approved 06/02/2024
Company Details
- Founded
- -
- Address
- Spinningfields, 4th Floor Hardman Square,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.trueselfwealth.co.uk
- Keywords
- lgbtq+, Financial Planning, Retirement and Pensions, Life Insurance, Protection Insurance, Business Financial Planning.
- HQ
- Manchester, England
- Competitors
- Money & Mortgages UK LLP 🐝, Together Travel, Truity Wealth Management Ltd, The Luxury Travel Co., IT Support Manchester - Remedian IT Services, RAE Financial Advisory Services Ltd, Ithaca Financial Planning Ltd, Paradise Isle Holidays, Together Travel Co., Middleton Wealth Management Ltd.
True Self Wealth Ltd Questions
True Self Wealth Ltd's website is http://www.trueselfwealth.co.uk
True Self Wealth Ltd's LinkedIn profile is https://uk.linkedin.com/company/true-self-wealth-ltd
True Self Wealth Ltd's industry is
Financial Services
True Self Wealth Ltd's top competitors are
Money & Mortgages Uk Llp 🐝,
Together Travel,
Truity Wealth Management Ltd,
The Luxury Travel Co.,
It Support Manchester - Remedian It Services,
Rae Financial Advisory Services Ltd,
Ithaca Financial Planning Ltd,
Paradise Isle Holidays,
Together Travel Co.,
Middleton Wealth Management Ltd.
True Self Wealth Ltd's categories are Financial Services
True Self Wealth Ltd's founding year is 2022
