Dave Thomas - 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.
With over 19 years experience helping individuals and families reach their financial goals, I can provide a wealth of knowledge and expertise. I am passionate and committed about building long term relationships with all my clients, founded on exceptional service, integrity and professional financial planning advice.
For me, planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most.
Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.
I deliver my advice with a combination of face-to-face meetings and the most up to date technology within UK financial services, with my clients having full secure online access to their true financial picture.
An initial meeting is without cost or obligation and any subsequent work is undertaken at a pre-agreed and transparent cost.
Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being , and through the use of award-winning technology, I can 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.
If you would like a free no obligation meeting, please contact me either on 07531 720545 or firstname.lastname@example.org. I look forward to hearing from you.