John Albion - Financial Adviser

As a Financial Adviser with True Potential Wealth Management, I’m fully committed to delivering better value and choice for my clients.

Planning for the financial future is more than just looking at numbers: it’s the people and dreams behind the figures that matter the most. Everyone’s personal situation is unique. I will take the time to get to know you and what’s important to you.

Whether it’s a worry-free retirement, saving for a new home, dream holiday or supporting your children through University or fulfilling a lifelong ambition, running and protecting a prosperous business or leaving a legacy to your loved ones, we will work together every step of the way.

Managing your finances can be complex and time-consuming. Through the use of True Potential’s award-winning and market-leading technology we can simplify your life by addressing all aspects of your financial wellbeing in a simple and convenient way.

You can have 24/7 online access to all your financial affairs through your own personal, secure website. Together with my straightforward and transparent advice, you will be better informed, more financially confident and empowered to reach your financial goals.

With over 20 years experience in Financial Services, I am a fully qualified, authorised and regulated adviser and am well placed to deliver a reliable, professional service. All of my clients have come to me through personal recommendation. My strengths are my ability to listen to what you want to do, to create solutions and explain them simply so you are confident that your finances are on track. The focus will be firmly on helping you to achieve your specific goals within a realistic timescale.

Take some time to explore my website and discover more about the range of services I provide and how this can be tailored to meet your needs. Talk to the person who recommended me: ask them how this simple but effective technology-based advice process helps them to manage their entire financial lifestyle.

Contact me by phone, email or through my website if you’d like to arrange a meeting to explore how we can work together to secure your financial future.

John Albion Financial Adviser

Areas Served

  • North West England

John Albion - Financial Adviser

John Albion - Financial Adviser

As a Financial Adviser with True Potential Wealth Management, I’m fully committed to delivering better value and choice for my clients.

Planning for the financial future is more than just looking at numbers: it’s the people and dreams behind the figures that matter the most. Everyone’s personal situation is unique. I will take the time to get to know you and what’s important to you.

Whether it’s a worry-free retirement, saving for a new home, dream holiday or supporting your children through University or fulfilling a lifelong ambition, running and protecting a prosperous business or leaving a legacy to your loved ones, we will work together every step of the way.

Managing your finances can be complex and time-consuming. Through the use of True Potential’s award-winning and market-leading technology we can simplify your life by addressing all aspects of your financial wellbeing in a simple and convenient way.

You can have 24/7 online access to all your financial affairs through your own personal, secure website. Together with my straightforward and transparent advice, you will be better informed, more financially confident and empowered to reach your financial goals.

With over 20 years experience in Financial Services, I am a fully qualified, authorised and regulated adviser and am well placed to deliver a reliable, professional service. All of my clients have come to me through personal recommendation. My strengths are my ability to listen to what you want to do, to create solutions and explain them simply so you are confident that your finances are on track. The focus will be firmly on helping you to achieve your specific goals within a realistic timescale.

Take some time to explore my website and discover more about the range of services I provide and how this can be tailored to meet your needs. Talk to the person who recommended me: ask them how this simple but effective technology-based advice process helps them to manage their entire financial lifestyle.

Contact me by phone, email or through my website if you’d like to arrange a meeting to explore how we can work together to secure your financial future.

Areas Served

  • North West England

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.