Clare Farrell Email & Phone Number

Wealth Management Partner | Specialist in Retirement Planning, Pension, and Investment AdviceI am a Wealth Management Partner at True Potential Wealth Management, where I work alongside my husband Mark and our dedicated team to lead a successful financial advisory practice based in Burbage, Leicestershire. Our mission is to provide comprehensive, client-centred financial advice, with a particular focus on Retirement Planning, Pensions and Investments. I am also passionate about financial education and regularly deliver talks on personal finance in collaboration with the Open University and True Potential. These engagements include presentations at local schools and networking events, all aimed at fostering greater financial literacy and encouraging open discussions about money—an area I believe deserves more national attention.My professional background spans a variety of roles, including Financial Adviser, Stockbroker, and Mortgage Adviser, which has afforded me a wealth of experience. Having worked with prominent firms such as Towry, Nationwide, and Edward Jones, I draw on this diverse expertise to provide my clients with tailored financial strategies that meet their unique needs and aspirations.We have had our own financial advice firm for over 11 years. Based out of our professional offices in Burbage, Leicestershire, we proudly serve clients nationwide. We offer both in-person consultations and virtual meetings to accommodate our clients' preferences and needs. Our approach is modern and streamlined, with a traditional edge, ensuring efficient service while maintaining a strong focus on building lasting relationships with our clients. We go above and beyond to help them achieve their financial goals and navigate life’s challenges with confidence.As the financial services industry continues to evolve with changing regulations, we are committed to bridging the gap between traditional banking and modern financial advice by offering industry insights in a friendly, approachable setting.If you are seeking a trusted financial adviser to guide you through Retirement Planning, Pensions or Investments, we would be delighted to assist you. Please feel free to get in touch with our team at 01455 886328 or via email at ClareFarrell@tpllp.com.

Listed skills include Financial Advisory, Investments, Wealth Management, Pensions, and 22 others.