Personal Wealth Planner
CurrentAs a Financial Adviser with True Potential Wealth Management, working as a small team, alongside George & Tim Miller, we provide a friendly, unique personal service to our clients, utilising True Potential's award-winning technology to achieve this.After 30+ years, the original concept has not changed one bit for me. Meet a client, ascertain their current financial situation, their goals and their attitude to risk then come up with a financial solution to suit their needs. Once we have… Show more As a Financial Adviser with True Potential Wealth Management, working as a small team, alongside George & Tim Miller, we provide a friendly, unique personal service to our clients, utilising True Potential's award-winning technology to achieve this.After 30+ years, the original concept has not changed one bit for me. Meet a client, ascertain their current financial situation, their goals and their attitude to risk then come up with a financial solution to suit their needs. Once we have that plan, then we meet regularly to check it is on course. In other words: Complicated Finances made simple. Show less