John Wright - Financial Adviser
“True Potential Wealth Management Elite partner 2019
Wealth Management Partner of the year 2017”
With over 31 years in financial services, I have the experience and knowledge, backed by high levels of qualification to provide the best advice and outcomes for my clients. My clients appreciate the service and advice I give which is evidenced by the reviews I receive through the industry trusted website Vouchedfor. You can see these reviews by clicking the Vouchedfor logo on the right-hand side of this page.
My specialist areas are as follows:
I provide key advice regarding your pension options when approaching or in retirement. With the introduction of Flexible Access Drawdown, advice and knowledge is more important than ever. Consolidating old pension plans into one easy to manage plan where flexible income can be provided and reviewed can be of huge benefit for many, managing a secure withdrawal level whist maintaining appropriate investment strategies are paramount to the success of this valuable planning.
Our team also specialise in helping clients who may have more complicated pension circumstances such as Occupational Pensions and require detailed retirement planning advice when considering the most appropriate options to take.
People invest for many reasons and I have vast experience in providing the correct solutions to meet your personal goals and objectives. Whether you are investing for income to supplement your pension or earnings or looking for capital growth for a future need, we have tailored solutions to help meet those expectations.
An initial meeting is always without cost and without time limit so please feel free to contact me to arrange a meeting, first meetings are generally held remotely via a telephone call as this is more efficient for all parties and allows meetings to be arranged more easily around your availability.
I provide regular reviews to ensure your planning remains as planned and alterations are made to suit your changing circumstances. I remain available to all my clients should you need additional help and support as is shown in the reviews I receive. Clients also the ability to monitor the progress of your funds using your own personalised website via True Potential’s unique online proposition.
I would welcome the opportunity to offer you my advice and guidance.