Mark Evans - Financial Adviser

As a regional Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I am committed to delivering even better value and choice for my existing and prospective clients.

For more than 28 years, I’ve been helping individuals and families put their plans in place. I hold a level 4 diploma in financial services, this means I am qualified adviser within the industry. My expertise is in pensions, savings, investments, life insurance and trusts.

I have continually enhanced my knowledge and expertise through industry events and formal training.

For me, planning for your future is more than just looking at numbers. Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones, I can work with you every step of the way. Some of my clients have been with me since 1992 and I have advised their children and even grandchildren in that time.

One of the biggest benefits to my clients and why I joined True Potential, is the use of 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, 365 days, anywhere in the world online access to your products and in particular up to date valuations of your savings and investments via your unique private client website, this I set up for you to use through your PC, laptop, smartphone or tablet.

I am also very committed to giving back to my local community through charity work. I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.

Mark Evans Financial Adviser

Areas Served

  • East Wales
  • South Wales
  • West Wales

Reviews and Ratings for Financial adviser Mark Evans DipFA MLIBF, Cardiff

Mark Evans - Financial Adviser

Mark Evans - Financial Adviser

As a regional Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I am committed to delivering even better value and choice for my existing and prospective clients.

For more than 28 years, I’ve been helping individuals and families put their plans in place. I hold a level 4 diploma in financial services, this means I am qualified adviser within the industry. My expertise is in pensions, savings, investments, life insurance and trusts.

I have continually enhanced my knowledge and expertise through industry events and formal training.

For me, planning for your future is more than just looking at numbers. Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones, I can work with you every step of the way. Some of my clients have been with me since 1992 and I have advised their children and even grandchildren in that time.

One of the biggest benefits to my clients and why I joined True Potential, is the use of 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, 365 days, anywhere in the world online access to your products and in particular up to date valuations of your savings and investments via your unique private client website, this I set up for you to use through your PC, laptop, smartphone or tablet.

I am also very committed to giving back to my local community through charity work. I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.

Areas Served

  • East Wales
  • South Wales
  • West Wales

Reviews and Ratings for Financial adviser Mark Evans DipFA MLIBF, Cardiff

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.