Colin Lambert - Financial Adviser

Choosing a financial adviser is one of the most important decisions that you will make. As a Wealth Partner with True Potential Wealth Management, part of the highly-successful True Potential Group, I believe that I am well placed to assist you.

Having been involved in financial services over 35 years I have seen many changes in the world of financial services.

I believe in advice and financial planning rather than simply selling products and that the real value is the advice itself and not the product sale. I aim to take the turmoil away from financial planning decisions and build deep and lasting relationships with my clients to help them understand why having a richer life isn’t just about having more money!

We all have a goal, which is the amount of money that we need or aspire to accumulate over the course of our lives.

I help my clients to understand how much is needed and to identify their goals to enable them to maintain or exceed their current standard of living or help new clients to start living the life they desire.

I believe my competitive advantage is using the award-winning, state-of-the-art technology from True Potential, adopting clear, robust and consistent processes to provide complete peace of mind and financial security now and in the future.

You will be provided with your very own client portal that will provide you 24/7 online access to your full financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.

I provide comprehensive financial advice and am looking for long-term client relationships from clients who are committed to the financial planning process and who want to be financially well organised.

I offer professional face-to-face advice to you in my office, or at your home or place of work, at times to suit you.

Financial planning is about you, your dreams and aspirations , it is about your future and protecting what you have now so why not book your no-obligation discovery meeting with me today, this first meeting is at my expense.

Call 01706622511

Areas Served

  • North West England

Colin Lambert - Financial Adviser

Colin Lambert - Financial Adviser

Choosing a financial adviser is one of the most important decisions that you will make. As a Wealth Partner with True Potential Wealth Management, part of the highly-successful True Potential Group, I believe that I am well placed to assist you.

Having been involved in financial services over 35 years I have seen many changes in the world of financial services.

I believe in advice and financial planning rather than simply selling products and that the real value is the advice itself and not the product sale. I aim to take the turmoil away from financial planning decisions and build deep and lasting relationships with my clients to help them understand why having a richer life isn’t just about having more money!

We all have a goal, which is the amount of money that we need or aspire to accumulate over the course of our lives.

I help my clients to understand how much is needed and to identify their goals to enable them to maintain or exceed their current standard of living or help new clients to start living the life they desire.

I believe my competitive advantage is using the award-winning, state-of-the-art technology from True Potential, adopting clear, robust and consistent processes to provide complete peace of mind and financial security now and in the future.

You will be provided with your very own client portal that will provide you 24/7 online access to your full financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.

I provide comprehensive financial advice and am looking for long-term client relationships from clients who are committed to the financial planning process and who want to be financially well organised.

I offer professional face-to-face advice to you in my office, or at your home or place of work, at times to suit you.

Financial planning is about you, your dreams and aspirations , it is about your future and protecting what you have now so why not book your no-obligation discovery meeting with me today, this first meeting is at my expense.

Call 01706622511

Areas Served

  • North West England

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.

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