True Self Wealth Ltd

If you’re looking for financial advice, you’ve come to the right place.

I work with businesses, individuals and families of all shapes and sizes. Although I’m based in Manchester, I work across the UK.

Sadly, there are quite a few reasons why we are likely to be behind when it comes to money. Unfortunately, financial advice hasn’t always felt accessible to everyone in the LGBTQ+ community. I’ll give you a couple of examples:

A good friend and client of mine came out as gay while he was in college, his family didn’t react well and he had to leave college to afford his own place. He got into debt because he didn’t get the lessons about budgeting and borrowing from his parents. His experience with financial services professionals is people calling him for money that he owed. Now he’s worked really hard to build his life and own business but doesn’t always feel confident about money, he has had to get over some anxiety to work with me, He’s done that because he knows he is worth more than how he’s been treated in the past.

I have a client who is trans. They tried to apply for life insurance before we met, they felt like it was important because they have children. They were aware that if they weren’t here their partner would struggle to pay the bills and put food on the table. When they applied for the insurance, they didn’t know how to answer the questions about gender and health so they quit the application. When we met we talked about it. I helped them with their application and now they can sleep better because they know that the insurance cover is sorted.

I specialise in helping LGBTQ+ people with their money. The main areas I cover are:
– Retirement and Pensions
– Investments*
– Protection Insurance e.g. life insurance, critical illness cover and income protection
If what you want help with isn’t listed, I’d still love to have a chat. If I can’t help I can probably point you in the right direction.

Talking about money isn’t easy, but I’m not here to judge what you have or haven’t done, or your lifestyle. I’m here to help you understand what you’ve got, and what you want from life and to see what you could be doing to work smarter and not harder to get there.

Visit www.trueselfwealth.co.uk and let’s set you up for financial security, for the long term.

As well as my work as a financial planner I do a lot to support the community. The Big Queer Business Meet-Up is a business networking group that meets once a month. The Trans Support Hub at the moment I organise clothes swaps and I have an app which is being built, the app will help people who might use a gender clinic to decide which one. Find both groups on Facebook, LinkedIn and Instagram.

True Self Wealth Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may go down as well as up. You may get back less than you invested.

  • Listing ID: 1300
Contact details

7th Floor Sunlight House Quay Street Manchester M3 3JZEngland,United Kingdom,M3 3JZ Show phone number ***** http://www.trueselfwealth.co.uk

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Jamie Lowe
Jamie Lowe
jamie.lowe@sjpp.co.uk
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