Simon Gravestock
Wealth Management Partner @True Potential LLP
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WORK HISTORY
Wealth Management Partner @True Potential LLP
True Potential are a multi-award winning Financial Planning firm, particularly for their use of technology within the industry for the benefit of clients and advisers alike. They have won the Money Marketing Award for Best Support Service for the last six years in a row, topping this off by winning the European Business of the Year 2016/17 for businesses with a turnover of between €26m-€150m.This technology provides clients with their personal secure sites, which allow them to view their overall financial position on one dashboard, but also gives them access to much more detailed information about their portfolios when they need it. From an environmental perspective, the technology also allows the advice process to be practically paper free, with all \'documents\' relating to any transactions being saved to the client\'s personal site, for their perusal and/or download whenever they want. Clients enjoy the planning aspects of the technology which allow their personal situation to be factored into the goal planning, together with existing policies and planned future contributions - all whilst sitting in the meeting. Thus comprehensively informed, they feel better equipped to make decisions relating to their investments. Combined with this is the unique facility of impulseSave®, which allows clients to top up their investments by as little as £1 whenever and wherever they want, making working towards their goals that much easier. True Potential have also partnered with the Open University Business School to establish the True Potential Centre for the Public Understanding of Finance, a pioneering Centre of Excellence for research in the development of personal financial capabilities. The aim of the Centre is simple: empower the UK public to better manage their finances. Working with the Open University, they will be delivering three free personal finance courses aimed at anyone interested in improving his or her financial knowledge.
EDUCATION
Colchester Royal Grammar School
High School
SKILLS
ABOUT SIMON GRAVESTOCK
Approachable Financial Services professional with over 30 years experience within the Investment, Life & Pensions industry, following 6 years as a Lloyd\'s Broker. Comprehensive knowledge of Private Client advice and working with the Owners and Directors of small to medium sized businesses. I help people and businesses to clarify their goals & dreams and to understand the financial implications of these, creating a plan to make sure that they are achieved. I then work with the clients over time to ensure that they keep on track and in order to take into account any changes in their circumstances. Financial solutions are rarely \'one-stop\' fixes and the element of my work that I most enjoy is seeing a client\'s plan come to fruition over the years as a result of the steps that we have taken together. If you would like a frank and open discussion about your situation, your goals and dreams, then please get in touch as I would be happy to meet with you to see if I can help.Specialities- Working with Professionals, Entrepreneurs & Business Owners, Mid to High-Net Worth Individuals, Inter-Generational & Trust Planning, and those whose circumstances have been affected by life changing events such as Inheritance, Divorce or Bereavement.
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