David Macfarlane - Financial Adviser

With nearly 25 years experience in Financial Services, having worked for some of the leading Insurance companies in the UK such as Prudential, Zurich, Canada Life and AIG, I have gained a broad knowledge in most areas of Financial Planning and Wealth Management.

I provide a wide range of advice to individuals, families and businesses, on investment, retirement planning and protection needs, as well as tax and IHT planning solutions.

With consumer habits and demands constantly changing, I saw the benefits that being a Financial Adviser with True Potential Wealth Management can bring to them, by delivering better value and choice.

Through 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 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.

David Macfarlane Financial Adviser

Areas Served

  • Northern Ireland

David Macfarlane - Financial Adviser

David Macfarlane - Financial Adviser

With nearly 25 years experience in Financial Services, having worked for some of the leading Insurance companies in the UK such as Prudential, Zurich, Canada Life and AIG, I have gained a broad knowledge in most areas of Financial Planning and Wealth Management.

I provide a wide range of advice to individuals, families and businesses, on investment, retirement planning and protection needs, as well as tax and IHT planning solutions.

With consumer habits and demands constantly changing, I saw the benefits that being a Financial Adviser with True Potential Wealth Management can bring to them, by delivering better value and choice.

Through 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 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.

Areas Served

  • Northern Ireland

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.