Jack Miller - Financial Adviser

I joined the Industry in September 1985 and so have been doing the job for over 30 years. We expanded in September 2016 with Tim Miller joining as a paraplanner and trainee adviser. The regulators have changed as has the methodology with the advent of the Internet based solutions we all now enjoy. The titles have changed from Broker to Insurance Adviser, Tied Agent, Financial Adviser, Independent Financial Adviser to Personal Wealth Planner. However, the original concept has not changed one bit. Meet a client, ascertain their current financial situation, their goals and their attitude to risk then come up with a financial solution to suit their needs. Once we have that plan, then we meet regularly to check it is on course. In other words: Complicated Finances made simple.

Areas Served

  • South East England

Jack Miller - Financial Adviser

Jack Miller - Financial Adviser

I joined the Industry in September 1985 and so have been doing the job for over 30 years. We expanded in September 2016 with Tim Miller joining as a paraplanner and trainee adviser. The regulators have changed as has the methodology with the advent of the Internet based solutions we all now enjoy. The titles have changed from Broker to Insurance Adviser, Tied Agent, Financial Adviser, Independent Financial Adviser to Personal Wealth Planner. However, the original concept has not changed one bit. Meet a client, ascertain their current financial situation, their goals and their attitude to risk then come up with a financial solution to suit their needs. Once we have that plan, then we meet regularly to check it is on course. In other words: Complicated Finances made simple.

Areas Served

  • South East England

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.

Mortgages & Borrowing

A mortgage is one of the biggest financial commitments you are likely to make in your lifetime. So, if you are a first time buyer or have a property portfolio, having the right mortgage can save you thousands of pounds. With the vast array of products and lenders, I can provide the specialist advice you need.

I offer clients the option to pay for mortgage advice by fee rather than commission.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Looking to Improve Your Financial Know-How?

Sign up for the True Potential Centre for Public Understanding of Finance free online courses today.

Sign up Now