Simon Latham at True Potential Wealth Management

I am an experienced Wealth Management Partner with 20 years of experience in the financial services industry. My extensive knowledge and expertise allow me to provide a highly personalised yet professional advisory service tailored to each client’s unique financial needs.

Every individual has different financial objectives, and I take great pride in working closely with my clients to develop bespoke strategies that help them achieve their goals. I provide a holistic approach to financial planning, recognising that no two financial situations are the same. 

I specialise in Lifetime Cash Flow modelling using a financial planning system called Voyant. 
 
My areas of expertise include personal pensions and retirement planning, savings and investments, and protection planning.

I believe in making financial advice clear and accessible, avoiding unnecessary jargon to ensure my clients fully understand their financial plans. Taking the time to provide clear, straightforward explanations is a key part of my approach, as I want every client to feel informed and confident in their financial future.