James Armitage - Financial Adviser

I’m James. I’ve built a successful business over 15 years advising similar MD-level professionals and entrepreneurs on all aspects of their financial planning, with over £30m of assets under management. I’ve been helping clients plan for their retirement since 2006, throughout the market cycle from the bank bailout and resulting austerity; I established my own business in 2015 and grew steadily and successfully, and then recently took the decision to join True Potential Wealth Management as a Senior Partner.

My key skill is communicating in honesty which is rather blunt on occasion, as it simply saves both our time. I feel comfortable challenging clients because I find that they often know what they must do and a confident, objective helping hand is all that is needed in order to balance their competing priorities. I am above all a realist, with a consultative approach rather than a mindset focused on – god forbid – sales alone.

Now based in London’s Square Mile, I originally left glamorous Birkenhead on the Wirral for the south with a plan; I’m glad to say the plan has come together, with our business growing on the strength of relationships and good old-fashioned hard work.

I’m proud of our ability build long-term partnerships with our clients – a result of getting to know them, robustly asking questions about their hopes and financial goals with a focus on results as opposed to products and policies.

While I prefer to leave any assessment of what makes us the best choice to others, I would say we’re qualified and expert in all aspects of pensions, savings and investments, life assurance and business protection. We know what our clients want and know they want it delivered swiftly with zero fuss.

Because we know the realities of the UK financial system, we tend to review our clients’ situations pragmatically and offer bold solutions when necessary.

While I know this approach means we’re not for everybody, being realistic about matters has got us this far. If you think we could be for you, why not get in touch? Nothing would please us more.

James Armitage Financial Adviser

Areas Served

  • South East England
  • London

James Armitage - Financial Adviser

James Armitage - Financial Adviser

I’m James. I’ve built a successful business over 15 years advising similar MD-level professionals and entrepreneurs on all aspects of their financial planning, with over £30m of assets under management. I’ve been helping clients plan for their retirement since 2006, throughout the market cycle from the bank bailout and resulting austerity; I established my own business in 2015 and grew steadily and successfully, and then recently took the decision to join True Potential Wealth Management as a Senior Partner.

My key skill is communicating in honesty which is rather blunt on occasion, as it simply saves both our time. I feel comfortable challenging clients because I find that they often know what they must do and a confident, objective helping hand is all that is needed in order to balance their competing priorities. I am above all a realist, with a consultative approach rather than a mindset focused on – god forbid – sales alone.

Now based in London’s Square Mile, I originally left glamorous Birkenhead on the Wirral for the south with a plan; I’m glad to say the plan has come together, with our business growing on the strength of relationships and good old-fashioned hard work.

I’m proud of our ability build long-term partnerships with our clients – a result of getting to know them, robustly asking questions about their hopes and financial goals with a focus on results as opposed to products and policies.

While I prefer to leave any assessment of what makes us the best choice to others, I would say we’re qualified and expert in all aspects of pensions, savings and investments, life assurance and business protection. We know what our clients want and know they want it delivered swiftly with zero fuss.

Because we know the realities of the UK financial system, we tend to review our clients’ situations pragmatically and offer bold solutions when necessary.

While I know this approach means we’re not for everybody, being realistic about matters has got us this far. If you think we could be for you, why not get in touch? Nothing would please us more.

Areas Served

  • South East England
  • London

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.