Tim Lowe Email & Phone Number

Having advised personal and business clients for over 30 years, I've built considerable experience in all matters of investments, pensions and tax planning. I'm proud to have achieved Chartered Financial Planner status from the Chartered Insurance Institute - the industry’s gold standard for financial planners, currently held by only a select number of individuals and firms in the UK. This was recently augmented when I achieved Fellow of the Personal Finance Society (FPFS). This is afforded for commitment to developing and maintaining integrity, professionalism and knowledge, and signifies adherence to a challenging ethical code of practice. I provide clients with face to face advice in the comfort of their own homes, offices or by video call. I've always put my clients first, with an emphasis on creating and maintaining long-term relationships in order that I become their source of trusted advice as their financial needs evolve over the years. My specialisms are in:► Retirement Planning (which includes much more than just Pensions)► Pension Reviews► 'At retirement' planning► Tax Planning► Investment Portfolio Planning► General Financial Planning► Inheritance Tax Mitigation► Trusts► Pension Sharing on Divorce The value of an investment with True Potentail will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.Trusts are not regulated by the Financial Conduct Authority.

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