Glyn Hall - 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.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from investments and insurance to tax and estate planning while offering exclusive opportunities.

Plus, through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.

For more than 35 years, I’ve been helping individuals and families reach their financial goals. After receiving my degree from the London School of Economics, I began work for a major UK Insurance Company and became a qualified adviser and have pursued professional courses from the Chartered Insurance Institute. Since that time, I’ve continually enhanced my knowledge and expertise through industry events and formal training specialising in advice around pension transfers.

I’ve also very committed to giving back to my local community. I was a member of the local Round table for many years and Chairman of my Village Junior Football Club.

I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.

Glyn Hall Financial Adviser

Areas Served

  • Midlands

Glyn Hall - Financial Adviser

Glyn Hall - 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.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from investments and insurance to tax and estate planning while offering exclusive opportunities.

Plus, through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.

For more than 35 years, I’ve been helping individuals and families reach their financial goals. After receiving my degree from the London School of Economics, I began work for a major UK Insurance Company and became a qualified adviser and have pursued professional courses from the Chartered Insurance Institute. Since that time, I’ve continually enhanced my knowledge and expertise through industry events and formal training specialising in advice around pension transfers.

I’ve also very committed to giving back to my local community. I was a member of the local Round table for many years and Chairman of my Village Junior Football Club.

I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.

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.

Long-Term Care

As we are all living longer, planning for your later life to ensure you are comfortable is vital.  Long-term care provision can include looking after both your medical and non-medical needs, whether that’s at home, within a nursing home or an assisted living facility.

I can provide the specialist advice you need, explain your options and help develop your personal plan.

My clients say...

Glyn Hall - Financial Adviser

"Glyn has looked after my financial affairs for over 20 years, initially as a business owner in Leicester. He now helps to manage my pensions and investments in retirement and I know I can ask for his help and advice at any time. Glyn is also financial adviser to all three of my children who are now married with their own families and I would not hesitate to recommend him to others."

My clients say...

Glyn Hall - Financial Adviser

"Glyn has helped me for many years and I found his advice invaluable as I decided on my retirement options. He is always very approachable and happy to help."