Kenneth Hanson - Financial Adviser

I have worked for True Potential Since 2011 as a Wealth Management Partner. I have 15 years experience helping businesses, business owners, private individuals and their families reach their financial goals, I offer wealth knowledge and expertise.

I provide advice on Savings and Investments, Tax Planning, Retirement Planning, Protection, Mortgages, Trust and Estate Planning, and Business and Succession Planning.

I live and work in Weston Super Mare but have clients from Cambridge to Plymouth.

I am married and have 2 daughters aged 12 and 9.

I am Treasury of the School Friends Association at my daughters school and regularly run Charity events and Auctions.

Your first meeting will be free to establish your goals and discuss yours needs.

Kenneth Hanson Financial Adviser

Areas Served

  • South West England
  • South Wales

Kenneth Hanson - Financial Adviser

Kenneth Hanson - Financial Adviser

I have worked for True Potential Since 2011 as a Wealth Management Partner. I have 15 years experience helping businesses, business owners, private individuals and their families reach their financial goals, I offer wealth knowledge and expertise.

I provide advice on Savings and Investments, Tax Planning, Retirement Planning, Protection, Mortgages, Trust and Estate Planning, and Business and Succession Planning.

I live and work in Weston Super Mare but have clients from Cambridge to Plymouth.

I am married and have 2 daughters aged 12 and 9.

I am Treasury of the School Friends Association at my daughters school and regularly run Charity events and Auctions.

Your first meeting will be free to establish your goals and discuss yours needs.

Areas Served

  • South West England
  • South Wales

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.