About Andrew Flockhart at True Potential Wealth Management

Looking to take control of your personal finances? I will provide expert advice and guidance along with customised solutions to enable you to maximise your investments, minimise risk, and achieve your financial goals. Schedule a consultation today!
I have worked in the financial services industry since 1999, spending the first 13 years + with Bank of Scotland. In 2013 I joined Rowanbank Financial Consultants where I worked as an IFA for 10 years before moving to my current self employed Wealth Management Partner position with True Potential Wealth Management. My client base is diverse, ranging from young individuals and families starting their financial journey to clients looking for early retirement or ‘at retirement’ advice and support. I pride myself in not being a salesperson and strongly believe the key to being the best financial adviser is having a high level of technical knowledge along with the ability to listen and provide solutions to meet your personal needs. About me personally: I am very much a family man and my spare time tends to revolve around family activities and being Dad (aka taxi). I am a keen cyclist and enjoy 5 aside football or anything that helps keep me trim now that I am in my mid 40’s.
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:
  • Commercial mortgages
  • 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

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