Wayne Chatwood - Financial Adviser

An approachable, experienced Financial Adviser working with True Potential Wealth Management, part of the highly-successful True Potential group of companies. With over 24 years in the industry, I’m delighted to work with True Potential because I’m firmly committed to delivering better value and choice for my clients.

For me, planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most. I enjoy providing holistic advice to a wide range of clients to help them achieve their financial Goals, especially Affluent and High-Net-Worth individuals.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s 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.

My speciality is in delivering traditional, trusted, face-to-face wealth management advice. However, this traditional approach can now be blended with the latest innovative technology available. This results in a better value proposition for my clients.

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 you 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.

I provide a personal, tailored service to review your financial planning priorities, whether you are an Individual, a Family, or a Business. When giving advice I will always act in the best interests of my clients, above all else.

This leads to successful long-term relationships, built on trust, in this fast changing financial services world.

Wayne Chatwood Financial Adviser

Areas Served

  • North England
  • Yorkshire
  • North West England
  • Cumbria

Wayne Chatwood - Financial Adviser

Wayne Chatwood - Financial Adviser

An approachable, experienced Financial Adviser working with True Potential Wealth Management, part of the highly-successful True Potential group of companies. With over 24 years in the industry, I’m delighted to work with True Potential because I’m firmly committed to delivering better value and choice for my clients.

For me, planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most. I enjoy providing holistic advice to a wide range of clients to help them achieve their financial Goals, especially Affluent and High-Net-Worth individuals.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s 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.

My speciality is in delivering traditional, trusted, face-to-face wealth management advice. However, this traditional approach can now be blended with the latest innovative technology available. This results in a better value proposition for my clients.

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 you 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.

I provide a personal, tailored service to review your financial planning priorities, whether you are an Individual, a Family, or a Business. When giving advice I will always act in the best interests of my clients, above all else.

This leads to successful long-term relationships, built on trust, in this fast changing financial services world.

Areas Served

  • North England
  • Yorkshire
  • North West England
  • Cumbria

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.

My clients say...

Wayne Chatwood - Financial Adviser

"Wayne gives clear advice, he takes time to understand the bigger picture, very happy with the products he recommended. "