About Lee Ballard at True Potential Wealth Management

Managing your finances can be difficult and complex without professional support. My role, as a Wealth Management Partner, is to remove the stress and use my expertise and over 27 years of experience to enable you to meet your financial goals.
I'm here to help you make the most of your money. Whether that's from investments, planning for retirement, you need help with finding the best mortgage deal or just want to chat through protecting your family if the worst were to happen.In terms of how I work, it’s always best to have an initial chat so you can tell me what you’d like help with. This chat can be as long or as short as you need it to be and it doesn’t matter whether you know exactly what you need or have no idea whatsoever, there are no silly questions.I will;• Understand your situation• Design and present your financial plan• Implement the agreed approach• Continue to review and change with your circumstancesI use our leading technology so you can view your plans in a quick and transparent way using your desktop, tablet or smartphone.What I can help with:• Investment planning• Retirement Planning• Protecting you and your Family• Mortgages
Pensions & retirement: