Adrian Brand - Financial Adviser

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

In my opinion, planning for the financial future is more than just looking at numbers and products, it involves discovering the aspirations and dreams of my clients and agreeing a plan to enable those dreams to be achieved. That, to my mind is what financial planning is all about.

By recognising that everyone’s personal situations and needs are unique, I take time to get to know you and what’s important to you. Whether it’s a worry-free retirement, saving for your children’s education, 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.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing, from investments and insurance to tax and estate planning while offering exclusive opportunities.

In addition, through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way together with 24/7 access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.

For over 20 years I have been helping families and individuals to reach their financial goals. After receiving my Diploma in Financial Planning qualification from the Chartered Insurance Institute I became a qualified adviser and have since then obtained other professional qualifications in the more specialised areas of Equity Release and Long Term Care. Since that time I have continually enhanced my knowledge and expertise through industry events and formal training.

Since 2015 I have been a volunteer at my town’s local Citizens Advice Bureau helping people with their financial issues. Also, as an active member of the Masonic Fraternity I am also committed to giving back to my local community and helping to raise funds for charitable organisations.

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.

Adrian Brand Financial Adviser

Areas Served

  • Midlands

Adrian Brand - Financial Adviser

Adrian Brand - Financial Adviser

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

In my opinion, planning for the financial future is more than just looking at numbers and products, it involves discovering the aspirations and dreams of my clients and agreeing a plan to enable those dreams to be achieved. That, to my mind is what financial planning is all about.

By recognising that everyone’s personal situations and needs are unique, I take time to get to know you and what’s important to you. Whether it’s a worry-free retirement, saving for your children’s education, 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.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing, from investments and insurance to tax and estate planning while offering exclusive opportunities.

In addition, through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way together with 24/7 access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.

For over 20 years I have been helping families and individuals to reach their financial goals. After receiving my Diploma in Financial Planning qualification from the Chartered Insurance Institute I became a qualified adviser and have since then obtained other professional qualifications in the more specialised areas of Equity Release and Long Term Care. Since that time I have continually enhanced my knowledge and expertise through industry events and formal training.

Since 2015 I have been a volunteer at my town’s local Citizens Advice Bureau helping people with their financial issues. Also, as an active member of the Masonic Fraternity I am also committed to giving back to my local community and helping to raise funds for charitable organisations.

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

  • 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.

Mortgages & Borrowing

A mortgage is one of the biggest financial commitments you are likely to make in your lifetime. So, if you are a first time buyer or have a property portfolio, having the right mortgage can save you thousands of pounds. With the vast array of products and lenders, I can provide the specialist advice you need.

I offer clients the option to pay for mortgage advice by fee rather than commission.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Long-Term Care

As we are all living longer, planning for your later life to ensure you are comfortable is vital.  Long-term care provision can include looking after both your medical and non-medical needs, whether that’s at home, within a nursing home or an assisted living facility.

I can provide the specialist advice you need, explain your options and help develop your personal plan.

Equity Release

Equity release is a means of releasing a tax-free lump sum from the equity locked in your home.

There are typically no monthly repayments to make. The money can be used in many ways, including assisting with the costs of living, helping grandchildren onto the property ladder, making home improvements or even travelling and seeing the world.

I can provide the specialist advice you need and explain your options.

Lifetime mortgages are complex products. To understand the features and risks, please ask for a personalised illustration.