David A Smith - Financial Adviser

As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.

I have worked in the Financial Services arena for over 25 years, gaining vast amounts of knowledge and experience having worked with major global banks.

Clear and transparent advice in a simple and easy to understand way is what clients expect. The award-winning True Potential technology provides my clients with access to their investments 24/7 through their iPhone, Tablet or PC.

I want to establish strong and long lasting professional relationships with my clients, have more relaxed and open conversations about their finances and ensure they know that they are able to reach me at all times including evenings and weekends by phone, email, text and secure messages via their client site.

Many of my clients contact me as a result of a recommendation of a friend or family member. There is no better form of appreciation then being contacted as a result of an existing client’s kind words and recommendation.

The advice process is totally centred around you, your goals and financial aspirations. Based on these goals and the time horizons we create portfolios and tailored plans for you and your family.

Clients have many different goals depending on their life stages, it could be income at retirement, investing for children or university fees, saving for a special event or holiday to list a few examples. Each goal will be specific and over the period of the plan it will be managed to minimise risk and cost and to help you stay on track to achieve the desired outcome. Our unique client portal gives you a snapshot of your total net worth and how you are progressing towards your goals.

I truly believe I have the proposition to offer my clients the very best advice process, care and service around their financial well-being so I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.

Areas Served

  • Yorkshire
  • Midlands

David A Smith - Financial Adviser

David A Smith - Financial Adviser

As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.

I have worked in the Financial Services arena for over 25 years, gaining vast amounts of knowledge and experience having worked with major global banks.

Clear and transparent advice in a simple and easy to understand way is what clients expect. The award-winning True Potential technology provides my clients with access to their investments 24/7 through their iPhone, Tablet or PC.

I want to establish strong and long lasting professional relationships with my clients, have more relaxed and open conversations about their finances and ensure they know that they are able to reach me at all times including evenings and weekends by phone, email, text and secure messages via their client site.

Many of my clients contact me as a result of a recommendation of a friend or family member. There is no better form of appreciation then being contacted as a result of an existing client’s kind words and recommendation.

The advice process is totally centred around you, your goals and financial aspirations. Based on these goals and the time horizons we create portfolios and tailored plans for you and your family.

Clients have many different goals depending on their life stages, it could be income at retirement, investing for children or university fees, saving for a special event or holiday to list a few examples. Each goal will be specific and over the period of the plan it will be managed to minimise risk and cost and to help you stay on track to achieve the desired outcome. Our unique client portal gives you a snapshot of your total net worth and how you are progressing towards your goals.

I truly believe I have the proposition to offer my clients the very best advice process, care and service around their financial well-being so I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.

Areas Served

  • Yorkshire
  • Midlands

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...

David A Smith - Financial Adviser

"I have known David for a very considerable number of years and I have always found him to be entirely straight forward, and he has proved to be very helpful indeed to both me and my wife in a personal capacity, and also to a number of clients of mine, to whom I have recommended the services and advice of David. As I say, I find him to be extremely trustworthy and most helpful and would not hesitate in any way to recommend anyone to seek advice in connection with financial matters. "

My clients say...

David A Smith - Financial Adviser

"Just wanted to take the opportunity to say 'Thank You' very much for all of your time and help recently. It is very much appreciated."

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