Simon Dick - 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 20 plus years experience helping individuals and families reach their financial goals, I can provide a wealth of knowledge and expertise
Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. And, 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.
I will make no compromise.
I have been in the Financial Services Industry virtually my entire working life, with direct client experience of over 25 years.
Academically, I was Grammar School and University Educated and I hold an Honours degree in Accountancy and Statistics.
Within the Financial Services Industry, I hold the required Regulated qualifications, which enables me to provide information and make recommendations when considering pensions and investments. I deal with both Personal and Corporate Financial Planning.
My key roles as I see them are to know my clients and to understand what it is they are aiming to achieve, by when and to work out a plan showing them how to get there; a financial map, which is never cast in stone but always agile and flexible to adapt to any change, however and whenever those changes come about in life.
Every client is treated as an individual and all recommendations are personally prepared, created and delivered by me.
Socially; I am aged 51 and I live in Durham City and I have been married to Tracey for 24 years. I enjoy a huge love of the countryside and spend as much time as I can walking, particularly in Northumberland. I am a highly experienced alpinist, with a number of proud accomplishments in France and Switzerland. On a more disappointing front, I am a life long supporter of Hartlepool United FC.