Ann-Marie Blyth - Financial Adviser

As a Financial Adviser with True Potential Wealth Management, part of the highly successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.

For me, spending time listening to people and getting to know them personally is what really matters most. I pride myself in simplifying complicated concepts so that other people, with less knowledge, can understand and make better decisions based upon that understanding.

I have been working in finance for 20 years, firstly studying to become a company qualified accountant. Having achieved my AAT level 4 qualification, I then took a different route by qualifying as a Financial Adviser to work with individuals rather than large businesses.

Since receiving my Diploma 9 years ago and becoming a qualified adviser, I have thoroughly enjoyed working in an industry that helps clients make better, more informed decisions with their hard-earned money. I am currently continuing with my studies and working towards Chartered status.

The majority of my business comes from recommendations, which to me is very important as it demonstrates that I have gained the respect and trust of my clients. Many of my clients have become personal friends because I have worked with them for many years and we have a close working relationship.

Managing your wealth can be complex and time-consuming. I can simplify your life by managing this for you and helping you plan for the now and the future. My expertise is in Pensions, Retirement, Investments and Protection.

Having access to True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way, along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed and more confident about reaching your financial goals.

In my spare time I play the piano, listen to audio books and enjoy relaxing with the family and our little dog.

Ann-Marie Blyth Financial Adviser

Areas Served

  • All of UK

Ann-Marie Blyth - Financial Adviser

Ann-Marie Blyth - Financial Adviser

As a Financial Adviser with True Potential Wealth Management, part of the highly successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.

For me, spending time listening to people and getting to know them personally is what really matters most. I pride myself in simplifying complicated concepts so that other people, with less knowledge, can understand and make better decisions based upon that understanding.

I have been working in finance for 20 years, firstly studying to become a company qualified accountant. Having achieved my AAT level 4 qualification, I then took a different route by qualifying as a Financial Adviser to work with individuals rather than large businesses.

Since receiving my Diploma 9 years ago and becoming a qualified adviser, I have thoroughly enjoyed working in an industry that helps clients make better, more informed decisions with their hard-earned money. I am currently continuing with my studies and working towards Chartered status.

The majority of my business comes from recommendations, which to me is very important as it demonstrates that I have gained the respect and trust of my clients. Many of my clients have become personal friends because I have worked with them for many years and we have a close working relationship.

Managing your wealth can be complex and time-consuming. I can simplify your life by managing this for you and helping you plan for the now and the future. My expertise is in Pensions, Retirement, Investments and Protection.

Having access to True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way, along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed and more confident about reaching your financial goals.

In my spare time I play the piano, listen to audio books and enjoy relaxing with the family and our little dog.

Areas Served

  • All of UK

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.