Alan Curtis, Wealth Management Partner at True Potential LLP

I’m based in Louth but usually travel to meet clients in their own home or place of work - simply because that's where the paperwork usually is!

I'm a highly experienced financial adviser with 30 years of industry experience* - a specialist in all aspects of pensions advice (including Final Salary transfers) but also investments, tax and estate planning.     *You can see the full extent of my qualifications in the 'Meet Our Advisers' section.

My clients tell me I'm thoughtful, patient and put their needs first.

I'm able to offer advice online using Zoom in conjunction with our sophisticated back office systems.

I provide trusted & impartial advice, where the client sets the agenda.  Please call or email me for an informal discussion about your own plans.  Your first meeting will be at my expense.

Let me help you cut through the jargon and provide some clarity.

No corporate bias - working for you with the full support of a national, multi-award-winning technology and compliance provider.   

The best of both worlds: access to a trusted individual for face-to-face and high quality advice, with the backup and continued support from a highly successful national organisation.