Alan Curtis - Financial Adviser
I’m proud to be a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies. I’m based in Louth in Lincolnshire where I’m committed to delivering better value and choice for my clients.
With over 20 years’ experience helping individuals and families reach their financial goals, I can provide a wealth of knowledge and financial planning expertise spanning investment, estate planning, protection and retirement.
The new Pensions Freedom legislation has made pensions interesting again and holding the Chartered Insurance Institute AF3 Pension Planning qualification means I am fully equipped to guide clients through the maze of options.
I can advise and make recommendations on all manner of plans, including 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. I routinely advise on the ongoing suitability and performance of investment and retirement portfolios plus, with full access to the unique True Potential system, every client can also keep track of progress as often as they would like.
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.
I have an excellent reputation for speaking plainly, for making sense of the jargon and for providing clear and understandable recommendations.
As a result, you will be better informed, confident and empowered to reach your financial goals.
I will make no compromise.