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.

Simon Dick Financial Adviser

Areas Served

  • All of UK

Simon Dick - Financial Adviser

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.

Areas Served

  • All of UK

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.