About James Dubignon at True Potential Wealth Management

Chartered Financial Planner based in the South East. For a free consultation, please call me today.
I am a Chartered Financial Planner with over 15 years of experience helping clients to focus on a range of financial planning needs including investments, protection, pensions and inheritance tax planning. I believe it is important fully understand my clients' goals and ambitions and will ensure that they are placed on the right path to achieve these objectives with the aid of my continued support.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Business:
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group risk
  • Group critical illness
  • Group private medical insurance
  • Group protection
  • Group ISA

  • :
  • Long term care

  • :
  • Stockbroking services

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