Neil Briggs - Financial Adviser

As a Financial Adviser with True Potential Wealth Management, I’m committed to delivering top quality advice to my clients and adding real value to their financial planning. Recognising that everyone’s financial situation is unique, I strive to explain your options in a straightforward, easy to understand format to take away the stress and worry often associated with finance and best help families and businesses achieve their own particular goals.

Through the award winning technology at True Potential, you will have instant online access to your finances 24/7 if required, and through myself as your adviser constant updates and regular meetings to ensure that your planning keeps up with your personal circumstances by addressing every aspect from Investments and tax efficiency, to Pensions Insurance and Estate planning.

I have over 27 years of experience in Financial Services with the bulk of my career involving working for Lloyds Private Banking dealing with High Net Worth clients, building trust and long term relationships centred around client satisfaction. I have considerable experience in building financial solutions, successful portfolios and tackling taxation issues.

I hold a University Degree along with the expected suite of financial and professional qualifications including the CII’s Financial Planning Diploma, and I’m currently enjoying working towards Chartered status. I spend any free time I get watching my son play Rugby and following my daughter in the theatre. I also enjoy giving a little bit back to my local North East community by being involved in local clubs, groups and fundraising.

Neil Briggs Financial Adviser

Areas Served

  • North England

Neil Briggs - Financial Adviser

Neil Briggs - Financial Adviser

As a Financial Adviser with True Potential Wealth Management, I’m committed to delivering top quality advice to my clients and adding real value to their financial planning. Recognising that everyone’s financial situation is unique, I strive to explain your options in a straightforward, easy to understand format to take away the stress and worry often associated with finance and best help families and businesses achieve their own particular goals.

Through the award winning technology at True Potential, you will have instant online access to your finances 24/7 if required, and through myself as your adviser constant updates and regular meetings to ensure that your planning keeps up with your personal circumstances by addressing every aspect from Investments and tax efficiency, to Pensions Insurance and Estate planning.

I have over 27 years of experience in Financial Services with the bulk of my career involving working for Lloyds Private Banking dealing with High Net Worth clients, building trust and long term relationships centred around client satisfaction. I have considerable experience in building financial solutions, successful portfolios and tackling taxation issues.

I hold a University Degree along with the expected suite of financial and professional qualifications including the CII’s Financial Planning Diploma, and I’m currently enjoying working towards Chartered status. I spend any free time I get watching my son play Rugby and following my daughter in the theatre. I also enjoy giving a little bit back to my local North East community by being involved in local clubs, groups and fundraising.

Areas Served

  • North England

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.

Long-Term Care

As we are all living longer, planning for your later life to ensure you are comfortable is vital.  Long-term care provision can include looking after both your medical and non-medical needs, whether that’s at home, within a nursing home or an assisted living facility.

I can provide the specialist advice you need, explain your options and help develop your personal plan.

My clients say...

Neil Briggs - Financial Adviser

"Neil has been our financial adviser for a number of years and has helped us with some difficult and complex financial investment decisions. We have always found Neil to be extremely professional, personable, helpful and readily available to give us advice. We would not hesitate to recommend him to anyone."

My clients say...

Neil Briggs - Financial Adviser

"We have both known Neil professionally as a financial advisor for a number of years. We continued to use his advice and services when he moved to CDC Wealth and then to True Potential as we have found him to be someone we could trust to manage our finances effectively for us. Neil has always worked in a professional, efficient and caring manner giving us confidence and reassurance with our financial decisions. He is always punctual and flexible with meeting times, keeping us fully updated with any relevant information. Neil is someone who evidently enjoys his work and the interaction with his clients. He has used his professional experience to good effect for us over the years. We would both feel confident in recommending Neil’s services as an adviser. "