Our job is to ask the right questions to understand what’s important to you. Whether that be saving for the holiday of a lifetime or planning your future retirement, we’re here to support you. Our questions help us determine what resources you have to work with and help you make an actionable plan.

You don’t need experience or knowledge in investing or products. You simply need to know that you would like help with your money, and we’ll find the best way to support you. Even if you are unsure about which aspects of your finances you need advice on, we’d still encourage you to book a chat.

We offer advice on the following areas:

• Protection planning, including life insurance
• Retirement planning
• Investment planning
• Corporate planning

If you need advice in an area outside our remit, we’ll do our best to point you in the right direction.

The steps of the process are as follows, but we offer flexibility to ensure that the process is at a pace you feel comfortable with:

1. First meeting – we spend a short time talking about the areas you need financial advice on.
2. Second meeting – we spend more time discussing your life, your financial situation, and your financial goals.
3. Third meeting – we present a plan to you and discuss how we can put it into action.

There is no obligation to continue with the process at any stage. This process can take place at the True Self Wealth Ltd. office in Manchester, virtually via video call, in your home (depending on where you live), we can meet in a public place, or across a mixture of these methods.