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True Potential Wealth Management - Daniel Chard
Local Office, 68 High St., Midsomer Norton, BA3 2DQ
Daniel Chard, Financial Adviser with True Potential.
I have worked within Financial Services for over 20 years whereby I’ve been helping individuals & families reach their financial goals.
Since receiving my Diploma in Financial Advice from the Chartered Insurance Institute I’ve continually enhanced my knowledge & expertise through industry events & formal training.
As a Financial Adviser with True Potential Wealth Management I’m committed to delivering better value & choice for my clients.
I understand that everyone’s personal situations are unique. I’ll take the time to get to know you & what’s important to you to offer a personal & individual service.
Whether it is planning for retirement, saving for children or grandchildren, fulfilling a lifelong ambition or leaving a legacy to your loved ones, I can work with you every step of the way.
Through the use of True Potential’s award winning technology I can provide straightforward & transparent advice in a simple & convenient way, along with giving you 24/7 online access to your complete financial affairs. As a result you will be better informed, confident & empowered to reach your financial goals. Read more
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Financial Advisers
- Review your investment and saving accounts
- Create bespoke financial plan that you'll be able to track 24/7
Pensions
- Retirement plan set up
- Retirement plan review
Wills Tax and Probate
- Providing guidance on Inheritance Tax
Investment Services
- Review your investment and saving accounts
- Create bespoke financial plan that you'll be able to track 24/7