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.

Simon Wigdahl Financial Adviser

Areas Served

  • North England

Simon Wigdahl - Financial Adviser

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.

Areas Served

  • North England

Areas of Expertise

Investment Planning

Reliable wealth management advice and the right investment strategy are crucial to securing your financial wellbeing. If you are looking to invest for income or growth, I can provide quality advice, comprehensive solutions and ongoing service.

True Potential Investments’ carefully constructed range of risk-rated funds, including the exclusive True Potential Wealth Strategy Funds, enable you to spread your investments across a wide range of asset types and fund manager styles to create a personal, diversified portfolio solution.

As a client, you will also have 24/7 access to your investments on your personal client site and the ability to top up on-the-go with True Potential’s world-first impulseSave® technology.

Retirement Planning

Regardless of where you are in life, it is important to receive expert and professional advice on your retirement plans and requirements.

Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and access to world-class investment funds. Plus, I can ensure that you are taking full advantage of new pension freedoms.

In addition, our unique True Potential One® life planning tool helps you manage both the accumulation and drawdown phases of your retirement.

Protection

Protecting you and your family from unforeseen circumstances is essential now, and in the years to come.  I can provide protection cover in the various forms of life, critical illness and disability solutions as well as guidance on Inheritance Tax.