Greg Charlton
Financial Adviser with True Potential
I have a wealth of experience in getting to know our clients and discovering their dreams, goals and ambitions. I will be there to help you achieve these every step of the way. Whether you are looking for mortgage or investment advice, looking for ways to protect yourself and your family or planning for your retirement, I can help you find the best available solutions. I pride myself on my service and I'm able to go beyond the expected parameters and help manage the process on your behalf. I'll take every step necessary to ensure that you receive the very best personalised advice.
I always deliver on my promises and will keep you updated throughout the whole advice process...
My customer service is second to none and I'm always within easy reach.
We are award winning
Our aim is to revolutionise the way wealth management is delivered. We believe that by using award winning technology to deliver financial services, we empower financial advisers and their clients to take control of their futures.
We provide innovative investments
Whether you’re aiming to pay off your mortgage, cover university fees or just grow your money our Portfolios use a pioneering approach known as Advanced Diversifications to find opportunities for growth that others can’t replicate.
We build revolutionary technology
Our clients can check their investments 24/7 and top up anytime with impulseSave. They also get access to exclusive features like True Potential Rewards, which enables them to earn cashback from over 4,000 retailers.