Expertise
- Investment
- Pension
- Inheritance Tax Planning
- Protection
- Life cover
- Income Protection
- Goal Planning
Summary
With 18 years financial services experience, I offer a client centric, professional and personable service. I am open and honest and provide real opinions and advice built on sound theory and a detailed understanding of your personal and financial goals. My Ethos is to build long term relationships with clients.
Expertise
As a Financial Adviser with True Potential Wealth Management, part of the successful True Potential Group, I am committed to delivering better value, choice and results for my clients. With over 18 years experience helping individuals and families reach their financial goals, I offer a wealth of knowledge and expertise. I provide advice on Savings and Investments, Retirement Planning, Protection, and Estate Planning.
Louise Pearson is a registered individual of True Potential Wealth Management which is authorised and regulated by the Financial Conduct Authority. FSR number 529810. Investment Restricted Advice - We will only advise and make a recommendation to you after we have assessed your needs. Primarily we advise on Strategy Funds and the tax wrappers held on the True Potential Investments Wealth Platform. In circumstances where this is not suitable to meet your needs, we will broaden our research to other companies with products not available on the True Potential Wealth Platform, which we use when it is suitable. You may ask us for a list of those companies. Investments can fluctuate in value and investors may not get back the amount they invest. Tax treatment is dependent upon individual circumstances and may be subject to change in the future. Non-investment protection contracts We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers.
Experience
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True Potential Wealth Management LLP
Partner
- Current
Education History
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Business Administration
Southampton Solent University
1992 - 1995 -
Level 4 Diploma
CII
2001 - 2016 -
GCSE's ( nine )
Hagley Park High School
1985 - 1990 -
A Levels ( three )
Aelfgar
1990 - 1992
Qualifications
Level 4 Diploma qualified
BA ( Hons ) degree in business administration
A level
GCSE's
Various vocational qualifications obtained over the years
