True Wealth Management in Partnership with Profootballers
It’s all about you! As a sporting professional it can be an amazing journey that can be financially and personally rewarding but also one that can end earlier than expected. So ensuring that your financial future is secure both in terms of making sure your money is wisely and securely invested and you personally are appropriately insured is critical. The world of sport is a competitive environment and one that can change in the blink of an eye so it is crucial sports people seek professional independent advice as early as possible in their career to make sure that their hard earned money will look after them long after their sporting career is over.
We will take time to really understand the intricacies in your life, who and what is important to you and ensure the financial plan matches your requirements, but is also flexible and adaptable. We also understand that everyone is different and that should be embraced. Your goals will be unique to you and therefore so should your financial plan. It is essential that we provide a bespoke service for you. Our team of experienced independent Financial Planners will work alongside your other advisers to assist you with all of your financial planning needs. Whether you have just started your career of already established, it is imperative that you ensure your income is being used affectively and efficiently whether this for buying a new home or ensuring you can maintain your lifestyle in the future.
When it comes to your personal wealth there is far more to it than just investing money or tax planning. We will work with you to identify, quantify and bring to life your life goals, and assess any strengths or weaknesses in your current financial plan. When you invest money we ensure we understand the risk you need to take, want to take and can tolerate to achieve your goals and ensure you have a portfolio that matches it. We will ensure appropriate asset allocation, safe custody and reliable administration, while minimising costs and taxes*. Finally we understand how important your privacy and professional reputation is and we will at all times ensure that all that we do will be focused on protecting that. Our fees-
- Fully transparent and uncomplicated
- No fee until you are satisfied that we can add value in meeting your financial objectives.
- Initial and on-going fees are confirmed in writing and agreed prior to formal advice being prepared.
* Tax and estate planning services are not regulated by the Financial Conduct Authority True Wealth Management Ltd is an appointed representative of Navigator Financial Planning Ltd which is authorised and regulated by the Financial Conduct Authority (FCA). FCA number 593156.
You can check this on the Financial Conduct Authority’s Register by visiting the FCA’s website www.fca.org.uk/register or by contacting the FCA on 0800 111 6768. The Financial Conduct Authority can be found at 12 Endeavour Square, Stratford, London, E20 1JN.
As a Chartered Financial Planner, Daniel brings over 15 years’ experience as a trusted adviser to a wide client base of young business and sports professionals, executives, entrepreneurs, high net worth individuals and continues to work with many families that he has advised for many years. He has extensive technical knowledge in advising clients across all areas of retirement planning, tax planning, investments, estate & inheritance tax planning and personal/business protection. Daniel joined the team in 2019 following 7 years at Adam and Company Private Bank, where he was a Director in the London Financial Planning Team. Outside of work Daniel enjoys spending time with his wife and young son but will also take the opportunity in playing golf, football and squash when he can.
As a Chartered Financial Planner, Gavin has been providing independent financial advice to discerning clients since 2000. Attention to detail, good listening skills and great empathy are some of the most common traits highlighted by his clients.He has spent the vast majority of his career specialising in advising young business and sports professionals, executives, entrepreneurs and high net worth individuals. Gavin has extensive experience and detailed technical knowledge in advising clients across all areas of retirement planning, tax planning, investments, estate & inheritance tax planning and personal/business protection. A keen football fan, who still plays even though he is now just turned the wrong side of 40, Gavin now also enjoys watching his 3 sons playing football and rugby.