Simon Wigdahl - Financial Adviser
As a financial adviser with True Potential Wealth Management, part of the highly-successful True Potential Group of Companies, I’m committed to delivering better value and choice for my clients.
With over 15 years experience helping individuals and families reach their financial goals, I can provide a wealth of knowledge and expertise.
I recognise that everyone’s personal situation is unique to them and I will take the time to get to know you, and what’s important to you. I am based in York but travel to visit clients around the Country.
Based on a client’s individual goals and the time horizons of these, we create them their own tailored portfolio and we manage each of these portfolios, over time to minimise risk and cost, to help clients stay on track for better investments.
Our unique client portal gives you a snapshot of your total net worth and how you are progressing towards your goals.
Through the use of award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way. As a result you will be better informed, confident and empowered to reach your financial goals.
The True Potential Technology provides my clients with access to their investments 24/7 through their iPhone, Tablet or PC. I work very closely with my clients and they are able to reach me at all times including evenings and weekends by phone, email, text and by Secure Messages via their client site.
I can offer you an innovation in the industry we call impulseSave®, this is our revolutionary, first-of-its-kind technology that helps you save your money in an instant. Simply login and invest from as little as £1, in an instant.
With access to products from the whole of the market, you can expect a financial plan that’s truly unique to you.
Please get in touch for a professional, friendly, jargon-free financial consultation. This first meeting is without obligation.