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.