Mark Allan - Financial Adviser

Having had over 28 years within financial services I have seen and experienced a number of changes in the financial world and as a consequence of change and the general trend towards the use of the internet I chose to become a part of True Potential Wealth Management a number of years ago.

The company provides me with a facility unprecedented in the world of financial services. The award-winning technology of True Potential Wealth Management enables me to provide transparent advice in the most effective and convenient way.

Giving you access to monitor your financial affairs 24/7 online, as a result you will be better informed, have a greater degree of confidence and empowered to achieve your goals.

Understanding the needs, goals or desires of everyone I review is of paramount importance as each individual have their own unique idea on how they see their future. Lifelong ambitions or goals or worry free retirement, family or business protection, to estate distribution or tax matters I can work with you along the way.

On a personal note I am married with two independent children and my interests are varied. Being an enthusiastic member of my local golf course for many years, playing off a handicap of 11 and also taking part in motorbike track days and having a general interest in motor sport.

Mark Allan Financial Adviser

Areas Served

  • North England
  • Yorkshire
  • Midlands

Mark Allan - Financial Adviser

Mark Allan - Financial Adviser

Having had over 28 years within financial services I have seen and experienced a number of changes in the financial world and as a consequence of change and the general trend towards the use of the internet I chose to become a part of True Potential Wealth Management a number of years ago.

The company provides me with a facility unprecedented in the world of financial services. The award-winning technology of True Potential Wealth Management enables me to provide transparent advice in the most effective and convenient way.

Giving you access to monitor your financial affairs 24/7 online, as a result you will be better informed, have a greater degree of confidence and empowered to achieve your goals.

Understanding the needs, goals or desires of everyone I review is of paramount importance as each individual have their own unique idea on how they see their future. Lifelong ambitions or goals or worry free retirement, family or business protection, to estate distribution or tax matters I can work with you along the way.

On a personal note I am married with two independent children and my interests are varied. Being an enthusiastic member of my local golf course for many years, playing off a handicap of 11 and also taking part in motorbike track days and having a general interest in motor sport.

Areas Served

  • North England
  • Yorkshire
  • Midlands

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.

My clients say...

Mark Allan - Financial Adviser

"A friend recommended Mark Allan to me a year ago now as I was looking for some guidance regarding potentially investing my savings. I was extremely cautious and dubious as I'd had some disappointing experiences with Financial Advisers before so I paced my investments while I was testing the waters. However, I had nothing to worry about at all with Mark. He is such an easy person to get on with and very down to earth. Mark keeps in regular contact and visits at least once a year with emails or texts in between. Mark seems to understand people's busy lives and always seems to make an accurate judgment as to which is the best contact method in relation to the subject. I get on with Mark really well and look forward to hearing from him. He has always offered sound advice. Overall I am really glad Mark was recommended to me and I have no hesitation in recommending Mark. Oh and my investments are ticking along nicely too! "

My clients say...

Mark Allan - Financial Adviser

"Mark has been my financial adviser for several years and was recommended to me by a friend. On first meeting he was personable and easy to get along with, despite having to ask me delving questions regarding my finances and personal circumstances. I feel confident in the advice given and that my investment has been placed into funds that have been explained clearly to me and are actively managed. If I need to contact Mark he responds immediately and I have an annual review. For this reason, I have recommended him to my family and friends. I have previously had two financial advisers, one was a private company and I can’t say that I ever understood what was happening regarding my funds. The other was with my bank and I lost a substantial amount in my investment. I am aware that investments can go “up or down” but feel secure in the fact that Mark would keep me informed and advise accordingly. "