Marcus Gill - 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, planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most.

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, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and Pensions to making sure your loved ones are protected with appropriate Life Cover while offering exclusive opportunities.

Plus, 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.

What sets me apart from other Financial Advisors? Well, for a start I care. After time my clients and their families become friends. Our relationship will not end when you invest. I will keep in regular contact with you ensuring you are kept up to date and well informed about your money.

For more than 13 years I’ve been helping individuals and families reach their financial goals. After receiving my qualifications from the Institute of Financial Services, I became an advisor and have kept my knowledge up to date with regular professional courses from the industry.

I am also very committed to giving back to my local community. I am a Governor of Charlesworth School and a Parish Councillor for Charlesworth & Simmondley Ward.

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

  • North England
  • North West England
  • North Wales

Marcus Gill - Financial Adviser

Marcus Gill - 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, planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most.

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, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and Pensions to making sure your loved ones are protected with appropriate Life Cover while offering exclusive opportunities.

Plus, 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.

What sets me apart from other Financial Advisors? Well, for a start I care. After time my clients and their families become friends. Our relationship will not end when you invest. I will keep in regular contact with you ensuring you are kept up to date and well informed about your money.

For more than 13 years I’ve been helping individuals and families reach their financial goals. After receiving my qualifications from the Institute of Financial Services, I became an advisor and have kept my knowledge up to date with regular professional courses from the industry.

I am also very committed to giving back to my local community. I am a Governor of Charlesworth School and a Parish Councillor for Charlesworth & Simmondley Ward.

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

  • North England
  • North West England
  • North Wales

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.

My clients say...

Marcus Gill - Financial Adviser

"I have been a client of Marcus for several years when he was the advisor connected to the Ashton branch of the Cheshire Building Society. I have always found him to be open and honest in my dealings with him, and his advice competent and profitable! He has a pleasant, open manner and relates well with his clients. He does not pressure financial commitments but listens to the needs and concerns of individuals, and has worked to ensure that I am aware of the pluses and minuses of various products. I have no worries re his involvement with my financial affairs and look forward to his future help and advice. ` Kate."

My clients say...

Marcus Gill - Financial Adviser

"I have been with Marcus for more than six years and during that time I have found his advice always to be sound and well explained. He is very approachable in manner and has always been available if needed, calling round at short notice when the situation has called for it. All my dealings with him have been both value for money and profitable  and I would wholeheartedly  recommend his services to any prospective client. "

My clients say...

Marcus Gill - Financial Adviser

"Marcus has been my financial adviser for several years. He is very friendly and approachable and is brilliant at explaining complex things clearly. He is always easy to get hold of and works really hard to get the best for you."

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