Matthew Plowman - Financial Adviser

As a Financial Adviser with True Potential Wealth Management, I’m committed to providing the most bespoke plans to reach my clients goals whilst delivering tailored ongoing support with that personal touch to every client.

Planning for clients’ financial futures is not about just plotting numbers, but instead getting a real feel about the person individually and what their goals and dreams are in life. This is where I step in and provide value in making these dreams reality with well-structured and realistic financial planning.

It is vital to understand that everyone’s situations are unique and therefore I prioritize getting to know each and every one of my clients to really find out what it is that’s important to them before going any further. This could be retirement planning, saving for a dream holiday, living a stress-free retirement with no financial worries, or ensuring you leave behind a legacy for loved ones. Whatever it may be, I can provide the support every step of the way to ensure these goals are reached.

Through the True Potential technology, I provide a straightforward, easy to navigate, transparent service where you have full 24/7 access to your account and financial affairs. Long lasting, successful client relationships are built on trust, and having access to these facilities only enhances this.

As a relatively young adviser, I bring great energy and passion for financial planning! I take pride in ensuring I get to know every one of my clients on a personal level to create a long-standing relationship as they strive towards their financial goals. If you feel I could provide value to your financial goals, then please do take the time to view my website and view the service offered on the True Potential platform.

Matthew Plowman Financial Adviser

Areas Served

  • South England
  • South West England
  • Devon
  • Cornwall
  • East Wales
  • South Wales
  • West Wales

Matthew Plowman - Financial Adviser

Matthew Plowman - Financial Adviser

As a Financial Adviser with True Potential Wealth Management, I’m committed to providing the most bespoke plans to reach my clients goals whilst delivering tailored ongoing support with that personal touch to every client.

Planning for clients’ financial futures is not about just plotting numbers, but instead getting a real feel about the person individually and what their goals and dreams are in life. This is where I step in and provide value in making these dreams reality with well-structured and realistic financial planning.

It is vital to understand that everyone’s situations are unique and therefore I prioritize getting to know each and every one of my clients to really find out what it is that’s important to them before going any further. This could be retirement planning, saving for a dream holiday, living a stress-free retirement with no financial worries, or ensuring you leave behind a legacy for loved ones. Whatever it may be, I can provide the support every step of the way to ensure these goals are reached.

Through the True Potential technology, I provide a straightforward, easy to navigate, transparent service where you have full 24/7 access to your account and financial affairs. Long lasting, successful client relationships are built on trust, and having access to these facilities only enhances this.

As a relatively young adviser, I bring great energy and passion for financial planning! I take pride in ensuring I get to know every one of my clients on a personal level to create a long-standing relationship as they strive towards their financial goals. If you feel I could provide value to your financial goals, then please do take the time to view my website and view the service offered on the True Potential platform.

Areas Served

  • South England
  • South West England
  • Devon
  • Cornwall
  • East Wales
  • South Wales
  • West Wales

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.