Chris Campbell - Financial Adviser

As a Financial Adviser I am committed to delivering better value and choice to my clients in Lichfield, Ashby de la Zouch, Burton upon Trent, Tamworth, Sutton Coldfield and all surrounding areas. I’m proud to be able to offer financial advice through True Potential Wealth Management, which is part of the highly-successful True Potential group of companies.

For more than 24 years, I’ve been helping retail, high net worth and business clients reach their financial goals in savings, investments, pensions and protection. I am a fully qualified Financial Adviser, residing in Overseal, Derbyshire, with a Level 4 Diploma from the Institute of Financial Services. I have also completed a number of other professional courses from the Chartered Insurance Institute and Institute of Financial Services. I also keep up to date with market developments and trends through publications, industry events and formal training.

It’s important to me to be able to help clients achieve their goals and aspirations. I recognise that everyone’s financial circumstances are unique, that’s why I take the time to get to know you and understand your aspirations for the future. You may wish to build up a lump sum so that you can treat yourself or the family, save for a worry-free retirement or provide for your children’s education. Whatever the goal, I’m here to provide advice and help every step of the way.

Managing your savings can be complex and time-consuming; as an experienced Financial Adviser, I am able to provide advice on existing S&S ISA’s, OEIC’s, unit trusts, investment bonds, new investments, pensions personal/occupational, insurance/protection and estate planning solutions.

I will utilise True Potential’s award-winning technology to provide transparent advice in a simple and convenient way. True Potential provides you with 24/7 online access to your investments and pensions through your own clientsite, allowing you to be better informed, confident and empowered to reach your financial goals.

I invite you to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit from my friendly, affordable and straightforward financial advice.

Chris Campbell Financial Adviser

Areas Served

  • Midlands

Chris Campbell - Financial Adviser

Chris Campbell - Financial Adviser

As a Financial Adviser I am committed to delivering better value and choice to my clients in Lichfield, Ashby de la Zouch, Burton upon Trent, Tamworth, Sutton Coldfield and all surrounding areas. I’m proud to be able to offer financial advice through True Potential Wealth Management, which is part of the highly-successful True Potential group of companies.

For more than 24 years, I’ve been helping retail, high net worth and business clients reach their financial goals in savings, investments, pensions and protection. I am a fully qualified Financial Adviser, residing in Overseal, Derbyshire, with a Level 4 Diploma from the Institute of Financial Services. I have also completed a number of other professional courses from the Chartered Insurance Institute and Institute of Financial Services. I also keep up to date with market developments and trends through publications, industry events and formal training.

It’s important to me to be able to help clients achieve their goals and aspirations. I recognise that everyone’s financial circumstances are unique, that’s why I take the time to get to know you and understand your aspirations for the future. You may wish to build up a lump sum so that you can treat yourself or the family, save for a worry-free retirement or provide for your children’s education. Whatever the goal, I’m here to provide advice and help every step of the way.

Managing your savings can be complex and time-consuming; as an experienced Financial Adviser, I am able to provide advice on existing S&S ISA’s, OEIC’s, unit trusts, investment bonds, new investments, pensions personal/occupational, insurance/protection and estate planning solutions.

I will utilise True Potential’s award-winning technology to provide transparent advice in a simple and convenient way. True Potential provides you with 24/7 online access to your investments and pensions through your own clientsite, allowing you to be better informed, confident and empowered to reach your financial goals.

I invite you to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit from my friendly, affordable and straightforward financial advice.

Areas Served

  • Midlands

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.

Mortgages & Borrowing

A mortgage is one of the biggest financial commitments you are likely to make in your lifetime. So, if you are a first time buyer or have a property portfolio, having the right mortgage can save you thousands of pounds. With the vast array of products and lenders, I can provide the specialist advice you need.

I offer clients the option to pay for mortgage advice by fee rather than commission.

Your home may be repossessed if you do not keep up repayments on your mortgage.

My clients say...

Chris Campbell - Financial Adviser

"Chris has been our adviser now for over 7 years and we trust his judgement and his understanding of our needs for our investments. He has recently organised a pension income drawdown position that's working well and maintains its value at the same time. Always there when needed but no pressurised sales, just good, honest advice. Chris is someone that we would recommend without hesitation."

My clients say...

Chris Campbell - Financial Adviser

"We have known and used Chris professionally now for quite a few years. During this time he has always remained passionate and dedicated to his principals on delivering a solid personal service. Chris is someone who we feel confident and trustworthy in making the correct decisions when appropriate regarding investments past and current with True Potential. He is always to hand either by phone, e-mail or a personal visit which is something very re-assuring and nothing seems too much trouble. We say, if you need a First Class financial adviser, then without doubt Chris is your man"

My clients say...

Chris Campbell - Financial Adviser

"I’ve known Chris Campbell for 17 years and he looks after my pensions and investments. Chris is very knowledgeable, trustworthy and he keeps things simple. We have a review at least once a year and he’s always available on the phone if I need him between reviews. He’s able to provide advice on my existing investments and new investments with True Potential. I would recommend Chris to anyone who needs a very good financial adviser"

My clients say...

Chris Campbell - Financial Adviser

"I have known Chris Campbell a number of years first with another company and now with True Potential. Chris has managed and invested mine and my wife's money over a long period, his advice has been extremely good and we have benefited greatly from his expertise in the investment markets. Chris gives sound advice and is always ready to assist with any queries I may have, and keeps me updated with any new opportunities."

My clients say...

Chris Campbell - Financial Adviser

"We have been very impressed with the guidance, thoroughness, and expertise which Chris Campbell has provided us with over the time we have received advice from him. We have found him to always be patient, understanding and clear in his dealings with us. "

My clients say...

Chris Campbell - Financial Adviser

"I have known Chris for several years, starting with the Britannia Building Society. In that time, I have always been impressed with his calm and methodical approach, for both myself and my mother. He has the ability to look at existing financial circumstances and to suggest possible choices logically but without being too technical or too dogmatic, in other words, always putting the customer's opinion first. His advice has broadened more recently to include Inheritance Tax and he is unafraid to look ahead at future trends"