With over 30 years of experience, I’m a Chartered Financial Planner based in Thames Ditton, Surrey, where I live with my wife and two sons. I specialise in pensions, investments, and long-term financial planning, guiding clients to achieve financial security and success.
As a Chartered Financial Planner and pensions specialist, I’m equipped to help you navigate complex pension options, such as defined benefit schemes, final salary pensions, annuities, and income drawdown. I’ll ensure that you make informed decisions about your retirement, providing clarity and peace of mind.
Financial well-being comes from a disciplined, patient approach, combined with regular saving and a solid long-term strategy...
I aim to help you achieve your financial goals—whether they are purely monetary or more personal—by reducing uncertainty and offering expert guidance.
FAQs I Can Help You With:
• Should I buy an annuity?
• Is income drawdown right for me?
• Will my savings last through retirement?
• How do I ensure financial security for my family if I pass away?
Using True Potential’s modern, user-friendly systems, you’ll have clear access to your financial plans, progress tracking, and easy options for topping up investments or withdrawing funds.
I offer a free one-hour consultation to discuss your financial needs, outline my fees, and answer any questions you might have.