From Donna Smyth DIP PFS True Potential Wealth Manager
For more than 18 years, I have been a fully qualified and authorised FCA regulated Financial Adviser. During this time, I've been helping individuals and families and businesses reach their financial goals.
For me, planning for the financial future is more than just looking at numbers; it's the people and dreams behind the figures that matter the most.
Recognising that everyone's personal situations are unique, I will take the time to get to know you and what's important to you. Once your personal objectives and financial aims are clarified, using your tax efficient allowances, I will build a personalised financial recommendation for you to help meet these goals.
