Keith Eastwood - Financial Adviser

I am a Financial Adviser and partner of the True Potential Wealth Management group. I have over 33 years experience across all sectors of advice specialising in pension provision prior to retirement and income provision in retirement in addition to investments, Inheritance tax and personal and business protection.

My firm also has the qualifications to enable us to assess occupational and final salary schemes and provide the much needed advice as to whether you stay within the scheme or consider a transfer away which may have added benefits.

I have built up a sizeable client bank across all age groups over my career and many of these clients have been with me for a significant portion of this time which I feel speaks for itself. I pride myself on building long term relationships with my clients and take real pride in helping them achieve their goals and objectives .

The first meeting would be free of any charges and would explain fully and transparently the advice process and all the fee options you have if you decide to take matters further.

Outside of work.

I live with my long term partner and my teenage daughter and am lucky enough to live in a rural village in North Lancashire which means when i have time outside of work i take the time for walking and fishing . I have always enjoyed physical exercise having done a Sports Science degree and you will still find me in the gym which has always played an important part of my life and is a great stress buster !

I encourage you to make that first step and contact me with a view to improving your financial future!

Keith Eastwood Financial Adviser

Areas Served

  • North West England

Keith Eastwood - Financial Adviser

Keith Eastwood - Financial Adviser

I am a Financial Adviser and partner of the True Potential Wealth Management group. I have over 33 years experience across all sectors of advice specialising in pension provision prior to retirement and income provision in retirement in addition to investments, Inheritance tax and personal and business protection.

My firm also has the qualifications to enable us to assess occupational and final salary schemes and provide the much needed advice as to whether you stay within the scheme or consider a transfer away which may have added benefits.

I have built up a sizeable client bank across all age groups over my career and many of these clients have been with me for a significant portion of this time which I feel speaks for itself. I pride myself on building long term relationships with my clients and take real pride in helping them achieve their goals and objectives .

The first meeting would be free of any charges and would explain fully and transparently the advice process and all the fee options you have if you decide to take matters further.

Outside of work.

I live with my long term partner and my teenage daughter and am lucky enough to live in a rural village in North Lancashire which means when i have time outside of work i take the time for walking and fishing . I have always enjoyed physical exercise having done a Sports Science degree and you will still find me in the gym which has always played an important part of my life and is a great stress buster !

I encourage you to make that first step and contact me with a view to improving your financial future!

Areas Served

  • North West 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.