09 Jan
True Self Wealth Ltd
If you’re looking for financial advice, you’ve come to the right place! ππ»
We aim to make financial planning as inclusive as possible, ensuring every client feels understood and respected. We believe that money itself isn’t as important as what you do with it.
Every client is treated with respect and empathy so that they can be their βtrue selvesβ in front of us. This means that the financial advice is as tailored and relevant to their situation as possible.
What makes us so LGBTQ+ friendly?
π³οΈβπ We’ll take a record of your pronouns (and use them)
π³οΈββ§οΈWe won’t assume your gender or partner’s (or partners’) gender
π³οΈβπ We don’t judge, everyone is welcome to work with us
How we’re neurodivergent friendly
π We’ll provide information in a way that suits you where possible
π We don’t expect any previous knowledge, no, really!
π We can provide more in-depth information if you need it
Although our office is based in Manchester, we are equipped to offer virtual financial advice appointments to clients throughout the UK. We provide in-person meetings across the North East and North West of England.
Many of our clients have a goal in mind, such as retiring at a specific age or obtaining personal protection insurance, such as life insurance or critical illness cover. Others want to feel more in control and organised in their financial lives. I love working with all of the above.
Use this link to book a meeting to chat about how I can help https://calendly.com/jamie-lowe-tsw I’ll let you know about costs and charges and the process once I know what you’re looking for.
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 ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
SJP Approved XX/XX/XXXX
- Listing ID: 1300
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