Gary Walker
Wealth Management Partner @True Potential LLP
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WORK HISTORY
Wealth Management Partner @True Potential LLP
Bristol, GB
True Potential are a 21st century advice firm who put technology front and centre of our advice process. Using this technology we work with clients to help them achieve their financial planning goals. Less jargon, less paper and world class technology to help put you in control of your financial plans.
ABOUT GARY WALKER
WHAT I DO: If you’re a private individual or a business owner, I can provide a bespoke solution to optimise your financial and tax planning. You’re good at what you do but your success doesn’t make you a financial planning expert too. But here’s the good news – you can turn that part over to us and we’ll make sure that your Investments, pensions and protection are doing everything you want and need them to do. We have a unique process designed to deconstruct, analyse, strategise and then reload our clients’ financial and tax planning. Using a hybrid of established thinking coupled with the latest tools, I help savvy individuals and businesses to align their resources with their goals and aspirations. HERE\'S WHAT TO DO NEXT: We take time to get to know you and your goals. Then we get to work on your behalf. If you’re interested in learning more or you’d like to discuss optimising your financial planning, message me on LinkedIn, or use any of the methods below: 01•••••••58 or 07•••••••14 : g••••••••@tpllp.com
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