Simon Anderton - Financial Adviser

I am a Wealth Management Partner with True Potential Wealth Management. My philosophy is to build lasting client relationships. I do this by holding regular review meetings and ensuring that I work together with my clients to help them achieve their goals. This may be making sure that there is sufficient income for retirement, saving for that dream holiday, protecting their family or simply arranging a mortgage for a house purchase.

I have over 25 years’ experience in the Financial Services Industry working with major Financial Institutions and also as an Independent Financial Adviser. I am based in the North West and am happy to meet clients either at their home or at my office which is based in Colne.

For me it is all about the client. The first meeting is totally free of charge, no two clients are the same so it’s vital I know what the priorities are so that we can work together towards achieving your goals. We can then make sure that plans are in place to help for both now and the future.

I feel it’s important that all my explanations are clear so I like to keep things simple and easy to understand. The award winning True Potential Systems ensure that its easy to keep track of all your financial planning in one place, via the desktop site or through the mobile phone app. This works hand in hand with the regular reviews meetings that we hold and of course I can be contacted as and when needed.

The areas that I advise on are

i) Retirement planning
ii) Saving and Investment
iii) Protection Needs
iv) Mortgages
v) Overall Tax efficiency

If you feel that a meeting would be of interest, please contact me to arrange an appointment

Areas Served

  • North England
  • Yorkshire
  • North West England
  • Cumbria

Simon Anderton - Financial Adviser

Simon Anderton - Financial Adviser

I am a Wealth Management Partner with True Potential Wealth Management. My philosophy is to build lasting client relationships. I do this by holding regular review meetings and ensuring that I work together with my clients to help them achieve their goals. This may be making sure that there is sufficient income for retirement, saving for that dream holiday, protecting their family or simply arranging a mortgage for a house purchase.

I have over 25 years’ experience in the Financial Services Industry working with major Financial Institutions and also as an Independent Financial Adviser. I am based in the North West and am happy to meet clients either at their home or at my office which is based in Colne.

For me it is all about the client. The first meeting is totally free of charge, no two clients are the same so it’s vital I know what the priorities are so that we can work together towards achieving your goals. We can then make sure that plans are in place to help for both now and the future.

I feel it’s important that all my explanations are clear so I like to keep things simple and easy to understand. The award winning True Potential Systems ensure that its easy to keep track of all your financial planning in one place, via the desktop site or through the mobile phone app. This works hand in hand with the regular reviews meetings that we hold and of course I can be contacted as and when needed.

The areas that I advise on are

i) Retirement planning
ii) Saving and Investment
iii) Protection Needs
iv) Mortgages
v) Overall Tax efficiency

If you feel that a meeting would be of interest, please contact me to arrange an appointment

Areas Served

  • North England
  • Yorkshire
  • North West England
  • Cumbria

Areas of Expertise

Investment Planning

Reliable wealth management advice and the right investment strategy are crucial to securing your financial wellbeing. If you are looking to invest for income or growth, I can provide quality advice, comprehensive solutions and ongoing service.

True Potential Investments’ carefully constructed range of risk-rated funds, including the exclusive True Potential Wealth Strategy Funds, enable you to spread your investments across a wide range of asset types and fund manager styles to create a personal, diversified portfolio solution.

As a client, you will also have 24/7 access to your investments on your personal client site and the ability to top up on-the-go with True Potential’s world-first impulseSave® technology.

Retirement Planning

Regardless of where you are in life, it is important to receive expert and professional advice on your retirement plans and requirements.

Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and access to world-class investment funds. Plus, I can ensure that you are taking full advantage of new pension freedoms.

In addition, our unique True Potential One® life planning tool helps you manage both the accumulation and drawdown phases of your retirement.

Protection

Protecting you and your family from unforeseen circumstances is essential now, and in the years to come.  I can provide protection cover in the various forms of life, critical illness and disability solutions as well as guidance on Inheritance Tax.

Mortgages & Borrowing

A mortgage is one of the biggest financial commitments you are likely to make in your lifetime. So, if you are a first time buyer or have a property portfolio, having the right mortgage can save you thousands of pounds. With the vast array of products and lenders, I can provide the specialist advice you need.

I offer clients the option to pay for mortgage advice by fee rather than commission.

Your home may be repossessed if you do not keep up repayments on your mortgage.

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