Alan Curtis - Financial Adviser
I am pleased to have found True Potential as a place to build my own financial planning business. True Potential Wealth Management is part of the highly-successful True Potential group of companies and I am proud to be working with such a great team of people and with such amazing technology.
I’m based in Louth in Lincolnshire and my business is built on delivering better value and choice for my clients. I keep my client base small so I can afford to spend time building relationships and giving clients the time to make financial decisions with confidence and without pressure.
With over 27 years experience and with a raft of formal examinations under my belt, I am well equipped to help individuals and families reach their financial goals.
I provide a wealth of knowledge and financial planning concepts to address investment, estate planning, protection and retirement concerns. My clients value my honesty and integrity and how I am able to de-mystify the jargon and explain these matters clearly.
My main area of expertise is in the area of Retirement Planning and I am an approved Pension Transfer Specialist. This means I can help you make sense of all of your plans for retirement and guide you to the best outcome. This usually involves looking at building income in the most tax-efficient way by using savings, investments and pension plans in the best combination, perhaps alongside Buy-To-Let properties or other assets. Lifetime cashflow modelling shows how you can proceed with confidence, by looking at all sorts of ‘what-if’ scenarios.
I can advise and make recommendations on all manner of pension plans, including the potential transfer of final salary schemes, consolidation of old-style plans, pension transfers, as well as how best to access your capital and income flexibly.
Since my career spans personal, commercial and corporate financial advice, I am ideally placed to help people with either very straightforward or highly complex planning needs.
With full access to the unique True Potential system, every client can also keep track of progress as often as they would like, using a laptop, tablet, smartphone or even on an Apple watch.
Everyone’s personal situation is unique, so I will take the time to get to know you, to understand your priorities and then, using award-winning technology, provide straightforward and transparent advice in a simple and convenient way.
As a result, you will be better informed, confident and empowered to reach your financial goals.
I will make no compromise.