Thomas Morgan - Financial Adviser

As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I take huge pride in long-term relationships with clients where I put their best interests at the heart of everything I do.

For me, planning for the financial future is more than just looking at numbers; it’s the people and aspirations behind the figures that matter the most. My job is to make those aspirations a reality by putting in place a plan on how to get you there.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important to you as an individual. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from pensions, investments and insurance to tax, estate planning and mortgages.

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.

For more than 8 years, I’ve been helping individuals, families and companies reach their financial goals. I hold the Diploma in Regulated Financial Planning from the Chartered Insurance Institute (CII) alongside the Mortgage Advice qualification and the Equity Release qualification. I am striving to enhance my technical knowledge in order to achieve Chartered status.

Away from the office my biggest passion is music. I play guitar in a band where we play private functions such as weddings, birthdays and charity events. I also enjoy playing football when I can.

I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.

Areas Served

  • All of UK

Thomas Morgan - Financial Adviser

Thomas Morgan - Financial Adviser

As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I take huge pride in long-term relationships with clients where I put their best interests at the heart of everything I do.

For me, planning for the financial future is more than just looking at numbers; it’s the people and aspirations behind the figures that matter the most. My job is to make those aspirations a reality by putting in place a plan on how to get you there.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important to you as an individual. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from pensions, investments and insurance to tax, estate planning and mortgages.

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.

For more than 8 years, I’ve been helping individuals, families and companies reach their financial goals. I hold the Diploma in Regulated Financial Planning from the Chartered Insurance Institute (CII) alongside the Mortgage Advice qualification and the Equity Release qualification. I am striving to enhance my technical knowledge in order to achieve Chartered status.

Away from the office my biggest passion is music. I play guitar in a band where we play private functions such as weddings, birthdays and charity events. I also enjoy playing football when I can.

I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.

Areas Served

  • All of UK

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.

Equity Release

Equity release is a means of releasing a tax-free lump sum from the equity locked in your home.

There are typically no monthly repayments to make. The money can be used in many ways, including assisting with the costs of living, helping grandchildren onto the property ladder, making home improvements or even travelling and seeing the world.

I can provide the specialist advice you need and explain your options.

Lifetime mortgages are complex products. To understand the features and risks, please ask for a personalised illustration.

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