Simon Humphrey - Financial Adviser

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

My purpose is to help you achieve the best life possible with the money you have. I will work in partnership with you, putting your life at the centre of our conversations. I will take time to understand you, your background, philosophy, needs and objectives so that I can help you put your money to good use. In so doing, I strive to provide you with a better return-on-life not just a better return on your investments.

I will help you get your financial house in order and help keep it that way. I will help provide for your lifetime income and expenditure needs and your investments, protection, and mortgages.

I help you follow through on your commitments by working with you to prioritise your goals, show you the steps you can take and regularly review your progress towards achieving them.

I provide insight to help you avoid emotionally driven decisions in important money matters. I am available to consult with you at key moments of decision making, doing the research to ensure you have all the necessary information.

I work with you to anticipate your life transitions and to be financially prepared for them by regularly assessing what is coming and creating the action plan to address and manage these transitions ahead of time.

I explore the specific knowledge needed for you to succeed by first thoroughly understanding your situation, then providing the resources to help with your decision making. I explain the options and explore the risks associated with each choice.

I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident, and empowered to reach your financial goals.

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.

Simon Humphrey Financial Adviser

Areas Served

  • South England
  • Essex
  • London

Simon Humphrey - Financial Adviser

Simon Humphrey - Financial Adviser

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

My purpose is to help you achieve the best life possible with the money you have. I will work in partnership with you, putting your life at the centre of our conversations. I will take time to understand you, your background, philosophy, needs and objectives so that I can help you put your money to good use. In so doing, I strive to provide you with a better return-on-life not just a better return on your investments.

I will help you get your financial house in order and help keep it that way. I will help provide for your lifetime income and expenditure needs and your investments, protection, and mortgages.

I help you follow through on your commitments by working with you to prioritise your goals, show you the steps you can take and regularly review your progress towards achieving them.

I provide insight to help you avoid emotionally driven decisions in important money matters. I am available to consult with you at key moments of decision making, doing the research to ensure you have all the necessary information.

I work with you to anticipate your life transitions and to be financially prepared for them by regularly assessing what is coming and creating the action plan to address and manage these transitions ahead of time.

I explore the specific knowledge needed for you to succeed by first thoroughly understanding your situation, then providing the resources to help with your decision making. I explain the options and explore the risks associated with each choice.

I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident, and empowered to reach your financial goals.

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

  • South England
  • Essex
  • London

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.

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.