True Potential Wealth Management LLP
Associate
Chartered Financial Planner
Fetcham Park House, Lower Road
Fetcham,
KT22 9HD,
United Kingdom
01372388240
I am a Chartered Financial Planner and Associate of the Personal Finance Society, specialising in guiding clients through the financial complexities of divorce and separation. Working closely with family law professionals, I provide clear, practical advice to help clients make informed decisions at a challenging time.
My areas of expertise include:
- Pension sharing analysis and retirement planning on divorce
- Investment strategy and post‑settlement asset restructuring
- Inheritance tax and long‑term estate planning
- Tax‑efficient settlement design
- Protection planning and long‑term financial security
I also hold the Certificate in Sustainable Investing, enabling clients to align long‑term financial planning with responsible investment principles where appropriate.
My focus is on ensuring outcomes that are fair, balanced and sustainable for the long term.
I am a Restricted Financial Adviser within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership. OC356611.