Stuart Allinson
DipFA
Financial Adviser with True Potential
As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.
With over 36 years experience helping individuals, families and businesses in Wiltshire and the surrounding area reach their financial goals, I can provide a wealth of knowledge and expertise.
Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important...
Whether it’s a comfortable retirement, saving for your children’s education, running a prosperous business or ensuring that you and your family is financially secure and adequately protected, I can work with you every step of the way. And, through the use of award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way.
Plus, through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals. If you value a personal service in today’s impersonal world, then please get in touch.
Please take a little time exploring my website and discover more about my ‘Do More with your Money’ approach and how you can benefit.
Investment & Savings
I can review your investment and savings accounts, and create a bespoke financial plan that you’ll be able to track 24/7
with award-winning technology.
Retirement & Pensions
Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and can ensure that you are taking full advantage of new pension freedoms.
Protection
I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
We are award winning
Our aim is to revolutionise the way wealth management is delivered. We believe that by using award winning technology to deliver financial services, we empower financial advisers and their clients to take control of their futures.
We provide innovative investments
Whether you’re aiming to pay off your mortgage, cover university fees or just grow your money our Portfolios use a pioneering approach known as Advanced Diversifications to find opportunities for growth that others can’t replicate.
We build revolutionary technology
Our clients can check their investments 24/7 and top up anytime with impulseSave. They also get access to exclusive features like True Potential Rewards, which enables them to earn cashback from over 4,000 retailers.
