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.

Alan Curtis Financial Adviser

Areas Served

  • Midlands

Reviews and Ratings for Financial adviser Alan Curtis, Lincoln

Alan Curtis - Financial Adviser

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.

Areas Served

  • Midlands

Reviews and Ratings for Financial adviser Alan Curtis, Lincoln

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.

My clients say...

Alan Curtis - Financial Adviser

"In mid 2015, I decided to take early retirement. Having looked at various financial advisors I chose Alan Curtis. I can only say that the advice, attention to detail and help has been exemplary. I would not hesitate to recommend Alan to anyone requiring such advice."

My clients say...

Alan Curtis - Financial Adviser

"Thank you for taking the time fully understand my life circumstances as well as the details of my pensions, savings, investments and income. The analysis that you have undertaken on my behalf and the options that you have been able to present and explain to me, have allowed me to take important decisions regarding savings, pensions and other investments with much greater confidence. As you know I am not ready for retirement, but am now much more prepared for it, financially and mentally, thanks to your patience and sound advice. "

My clients say...

Alan Curtis - Financial Adviser

"My investments were received as part of my divorce settlement and I had been informed they would need to be transferred into my name. I contacted Alan Curtis as I was in 'unknown' territory' and needed sound financial help and support on how best to move forward with my investments. From the very start I have found Alan to be knowledgeable, supportive and patient, ensuring I got the best package for my needs. Since my account has been set up his advice has proved to be excellent and accurate. I can log into my account and follow exactly the progress of my pension investments. I have no hesitation in recommending Alan Curtis' services."