Adrian Reese - Financial Adviser

Approaching nearly 30 years working in financial planning, I am keen to assist people who are interested in securing a sound financial future for themselves, their family and their business if they have one. My office is situated off the M56 at Preston Brook, Runcorn in Cheshire, from where I am comfortably able to service clients across Cheshire, North Wales, Merseyside and Lancashire.

Prior to becoming a partner with True Potential, I worked initially as an associate with Abbey Life and then as consultant with Sun Life. In 1995 I launched an independent brokerage, trading as Financial Futures before joining True Potential Wealth Management in 2013, taking advantage of the unique offering of our Beyond Wealth Management proposition. If you want to really get to grips with your finances, you’re in the right place. Our technology puts you in daily contact with your investments, allowing you to better control your finances. Call me today on 07734 728568 for a free demonstration of how you can finally get control of your money.

I normally visit clients at their home or place of work if convenient and work flexible hours to provide a convenient service to you.

I can help to arrange your mortgage (or re-mortgage), offer guidance on life assurance and protection policies as well as set-up tax efficient savings and pension plans to provide capital and income in the future. For those who have a need for investment advice I can help you to ensure that your investments are structured in the most appropriate manner to provide maximum tax efficiency and ensuring that your investments meet with your risk profile.

There is no charge for an exploratory meeting where we can discuss your requirements and you will know beforehand what my fees will be for helping you into the future. You can meet me at your convenience and without any sense of obligation.

I look forward to hearing from you…….