Andrew Askwith - Financial Adviser

As a Chartered Financial Planner and Partner with True Potential Wealth Management I have really been able to deliver better value and choice for my clients.
For me, planning for the financial future is more than just looking at numbers; it is the people and dreams behind the figures that matter the most.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what is important. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from investments and insurance to tax and estate planning while offering exclusive opportunities.

Plus, through the use of True Potential’s award-winning technology, 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.

For more than 18 years, I have been helping individuals and families reach their financial goals. After receiving my Chartered status and Fellowship from the Chartered Insurance Institute, I achieved the institutes highest accreditation to financial advisors. This demonstrates my commitment to financial planning and provides the assurance that I have professionally gone the extra mile so that I am better educated to meet my clients aims and objectives. I have also gained a wealth of experience during my 18 years in financial services that has provided me with the foundations to build great relationships and trust with my clients.

I have also very committed to giving back to my local community. I am a Governor of my local primary school which I feel is a great way of engaging and supporting my local community.

Andrew Askwith Financial Adviser

Areas Served

  • All of UK

Andrew Askwith - Financial Adviser

Andrew Askwith - Financial Adviser

As a Chartered Financial Planner and Partner with True Potential Wealth Management I have really been able to deliver better value and choice for my clients.
For me, planning for the financial future is more than just looking at numbers; it is the people and dreams behind the figures that matter the most.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what is important. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from investments and insurance to tax and estate planning while offering exclusive opportunities.

Plus, through the use of True Potential’s award-winning technology, 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.

For more than 18 years, I have been helping individuals and families reach their financial goals. After receiving my Chartered status and Fellowship from the Chartered Insurance Institute, I achieved the institutes highest accreditation to financial advisors. This demonstrates my commitment to financial planning and provides the assurance that I have professionally gone the extra mile so that I am better educated to meet my clients aims and objectives. I have also gained a wealth of experience during my 18 years in financial services that has provided me with the foundations to build great relationships and trust with my clients.

I have also very committed to giving back to my local community. I am a Governor of my local primary school which I feel is a great way of engaging and supporting my local community.

Areas Served

  • All of UK

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.

Meet the team