James Butler - Financial Adviser

I am extremely pleased to be Wealth Management Partner within the highly successful True Potential Group. This allows me to work within an environment and ethos that is equally committed to delivering the highest quality professional Wealth and Financial planning service for our clients. I am confident that this new position and structure will significantly enhance the overall value we add to our clients, whilst also enabling significantly growth in the numbers of high quality clients we advise.

Another major benefit is our clients are able to use True Potential’s award-winning platform and industry leading technology which delivers a user friendly, highly secure very informative 24/7 online access providing visibility to monitor their financial arrangements. As a result, clients will be better informed, confident and empowered to achieve their financial goals

Early in my career, I developed a firm belief that the more successful an individual or business becomes, then the greater their need for bespoke Financial and Wealth Management advice. It is also less likely they. have invested time to address their key financial planning issues. A trusted adviser must be personally introduced before any significant financial planning is ever completed, consequently for over 30 years we only meet any new clients as a result of personal recommendations from satisfied existing clients. I believe that every individual, or SME business can benefit financially from the service and advice we provide. These beliefs are still held strong and integral to the ethos and financial service we provide; always prioritising our clients at the centre front of everything we do.

Now with over 33 years’ experience in financial services, I have never been more motivated and passionate to provide our very experienced, professional and bespoke wealth management and financial planning service for our valued clients.

James Butler Financial Adviser

Areas Served

  • All of UK

James Butler - Financial Adviser

James Butler - Financial Adviser

I am extremely pleased to be Wealth Management Partner within the highly successful True Potential Group. This allows me to work within an environment and ethos that is equally committed to delivering the highest quality professional Wealth and Financial planning service for our clients. I am confident that this new position and structure will significantly enhance the overall value we add to our clients, whilst also enabling significantly growth in the numbers of high quality clients we advise.

Another major benefit is our clients are able to use True Potential’s award-winning platform and industry leading technology which delivers a user friendly, highly secure very informative 24/7 online access providing visibility to monitor their financial arrangements. As a result, clients will be better informed, confident and empowered to achieve their financial goals

Early in my career, I developed a firm belief that the more successful an individual or business becomes, then the greater their need for bespoke Financial and Wealth Management advice. It is also less likely they. have invested time to address their key financial planning issues. A trusted adviser must be personally introduced before any significant financial planning is ever completed, consequently for over 30 years we only meet any new clients as a result of personal recommendations from satisfied existing clients. I believe that every individual, or SME business can benefit financially from the service and advice we provide. These beliefs are still held strong and integral to the ethos and financial service we provide; always prioritising our clients at the centre front of everything we do.

Now with over 33 years’ experience in financial services, I have never been more motivated and passionate to provide our very experienced, professional and bespoke wealth management and financial planning service for our valued clients.

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.