Michael Forbes - Financial Adviser

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

After graduating as an Aeronautical Engineer and working within the Oil and Gas industry, I moved into the Financial Services industry, where I have been for over a decade. I qualified as an adviser in 2012, having completed my exams through the Chartered Insurance Institute (CII). I have worked within a small family business which specialised in Retirement Planning, prior to joining True Potential. I continuously work to update and enhance my advisory knowledge to ensure my clients receive advice which is tailored to their needs.

I take a personalised approach when meeting new clients, helping each person to make wise decisions regarding their finances, in whatever situation they are in. I aim to work with you, get to know you and your situation and what your goals are for the future. Every client is unique, and I am committed to ensuring that the process of investing is carried out as seamlessly and simple as possible using the True Potential’s award-winning technology, working with you, the client throughout the process.

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 of expertise:
• Investment and Tax Planning Advice
• Inheritance Tax Planning / Trust Planning
• Pre and Post Retirement Planning

Michael Forbes Financial Adviser

Areas Served

  • East England
  • South East England
  • Suffolk
  • Essex
  • London

Michael Forbes - Financial Adviser

Michael Forbes - Financial Adviser

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

After graduating as an Aeronautical Engineer and working within the Oil and Gas industry, I moved into the Financial Services industry, where I have been for over a decade. I qualified as an adviser in 2012, having completed my exams through the Chartered Insurance Institute (CII). I have worked within a small family business which specialised in Retirement Planning, prior to joining True Potential. I continuously work to update and enhance my advisory knowledge to ensure my clients receive advice which is tailored to their needs.

I take a personalised approach when meeting new clients, helping each person to make wise decisions regarding their finances, in whatever situation they are in. I aim to work with you, get to know you and your situation and what your goals are for the future. Every client is unique, and I am committed to ensuring that the process of investing is carried out as seamlessly and simple as possible using the True Potential’s award-winning technology, working with you, the client throughout the process.

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 of expertise:
• Investment and Tax Planning Advice
• Inheritance Tax Planning / Trust Planning
• Pre and Post Retirement Planning

Areas Served

  • East England
  • South East England
  • Suffolk
  • 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.