Gerard Duxbury - Financial Adviser

I am an independent Chartered Financial Planner working within True Potential Wealth Management, part of the highly-successful True Potential group of companies. I’m committed to making sure my clients finances are in the best shape to help them get the most out of life.

From the age of 19 I knew I wanted to be a Financial Planner. I studied Mathematics at Manchester University then had a four year grounding in Accountancy before starting in Financial Planning in 1994. I now have over twenty years of experience in providing bespoke Tax and Financial Planning advice for private individuals and companies.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important to you. I have an open mind and will do my utmost to produce a plan that helps you make the most of your resources, both now and into the future.

I have integrated knowledge of UK personal and corporation taxes which has come through personal study and experience as well as twenty years of working with chartered accountants on a day to day basis. I’ve enjoyed advancing my knowledge and general financial planning capability by studying a wide range of relevant subjects and as a result now have advanced Financial Planning qualifications in: Taxation and Trusts; Investment Planning; Business Financial Planning; Pensions… and some other less exciting subjects.

I feel very privileged when someone trusts me with their financial planning and most of my clients have become personal friends. I enjoy working with them and for them.

With the help of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way that meets the demands of 21st century investors.

As a result, you will be better informed, confident and empowered to reach your financial goals.

Areas Served

  • All of UK

Gerard Duxbury - Financial Adviser

Gerard Duxbury - Financial Adviser

I am an independent Chartered Financial Planner working within True Potential Wealth Management, part of the highly-successful True Potential group of companies. I’m committed to making sure my clients finances are in the best shape to help them get the most out of life.

From the age of 19 I knew I wanted to be a Financial Planner. I studied Mathematics at Manchester University then had a four year grounding in Accountancy before starting in Financial Planning in 1994. I now have over twenty years of experience in providing bespoke Tax and Financial Planning advice for private individuals and companies.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important to you. I have an open mind and will do my utmost to produce a plan that helps you make the most of your resources, both now and into the future.

I have integrated knowledge of UK personal and corporation taxes which has come through personal study and experience as well as twenty years of working with chartered accountants on a day to day basis. I’ve enjoyed advancing my knowledge and general financial planning capability by studying a wide range of relevant subjects and as a result now have advanced Financial Planning qualifications in: Taxation and Trusts; Investment Planning; Business Financial Planning; Pensions… and some other less exciting subjects.

I feel very privileged when someone trusts me with their financial planning and most of my clients have become personal friends. I enjoy working with them and for them.

With the help of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way that meets the demands of 21st century investors.

As a result, you will be better informed, confident and empowered to reach your financial goals.

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.

Looking to Improve Your Financial Know-How?

Sign up for the True Potential Centre for Public Understanding of Finance free online courses today.

Sign up Now