Nicola Wrightson - Financial Adviser

Connect, Communicate, Care!

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

I help establish exactly what financial security means to you. We then define your personal goals by building your own unique financial plan. By building trust and a long-term relationship, we work together to help you achieve your goals. Planning for your financial future is more than just looking at numbers; it is about building your financial knowledge, awareness and confidence. I listen to truly understand and then communicate in a way that allows you to understand your own plan.

Recognising that everyone’s personal situation is unique, I will take the time to get to know you, ask the right questions and establish what is important in your life. Whether it’s a worry-free retirement, saving to provide your own financial security, independence and peace of mind, fulfilling an ambition, or leaving a legacy to loved ones or a charity, I can work with you every step of the way.

I have over 30 years experience in financial services, and each role I’ve had has helped me to build my own client focused knowledge and experience. These skills, coupled with True Potential’s award-winning technology gives you a first class experience. With 24/7 online access to your complete financial affairs, you will be better informed, confident and empowered to reach your financial goals.

I am passionate about financial education and empowerment for all regardless of the size of your wealth, and I encourage you to take the time to discover more about my ‘Beyond Wealth Management’ service and how you can benefit. Call or email me for an informal discussion about you!

Nicola Wrightson Financial Adviser

Areas Served

  • North England
  • North East England
  • Yorkshire
  • Cumbria
  • East Scotland
  • South Scotland

Nicola Wrightson - Financial Adviser

Nicola Wrightson - Financial Adviser

Connect, Communicate, Care!

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

I help establish exactly what financial security means to you. We then define your personal goals by building your own unique financial plan. By building trust and a long-term relationship, we work together to help you achieve your goals. Planning for your financial future is more than just looking at numbers; it is about building your financial knowledge, awareness and confidence. I listen to truly understand and then communicate in a way that allows you to understand your own plan.

Recognising that everyone’s personal situation is unique, I will take the time to get to know you, ask the right questions and establish what is important in your life. Whether it’s a worry-free retirement, saving to provide your own financial security, independence and peace of mind, fulfilling an ambition, or leaving a legacy to loved ones or a charity, I can work with you every step of the way.

I have over 30 years experience in financial services, and each role I’ve had has helped me to build my own client focused knowledge and experience. These skills, coupled with True Potential’s award-winning technology gives you a first class experience. With 24/7 online access to your complete financial affairs, you will be better informed, confident and empowered to reach your financial goals.

I am passionate about financial education and empowerment for all regardless of the size of your wealth, and I encourage you to take the time to discover more about my ‘Beyond Wealth Management’ service and how you can benefit. Call or email me for an informal discussion about you!

Areas Served

  • North England
  • North East England
  • Yorkshire
  • Cumbria
  • East Scotland
  • South Scotland

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.