Laura Goodwin - 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.

Based in the Midlands, financial services is what I do. 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 or a cherished cause, I can work with you every step of the way.

It is my belief that we all cherish our own lifestyle whatever that may be and good financial planning is about protecting and maintaining that lifestyle whatever cards life deals you.

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 insurance to tax and estate planning 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.

For more than 10 years, I’ve been helping individuals and families reach their financial goals. After receiving my accreditation from CII, I became a qualified adviser and have pursued additional professional courses from CII. Since that time, I’ve continually enhanced my knowledge and expertise through industry events and formal training.

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

  • Midlands

Laura Goodwin - Financial Adviser

Laura Goodwin - 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.

Based in the Midlands, financial services is what I do. 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 or a cherished cause, I can work with you every step of the way.

It is my belief that we all cherish our own lifestyle whatever that may be and good financial planning is about protecting and maintaining that lifestyle whatever cards life deals you.

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 insurance to tax and estate planning 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.

For more than 10 years, I’ve been helping individuals and families reach their financial goals. After receiving my accreditation from CII, I became a qualified adviser and have pursued additional professional courses from CII. Since that time, I’ve continually enhanced my knowledge and expertise through industry events and formal training.

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

  • Midlands

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.

Mortgages & Borrowing

A mortgage is one of the biggest financial commitments you are likely to make in your lifetime. So, if you are a first time buyer or have a property portfolio, having the right mortgage can save you thousands of pounds. With the vast array of products and lenders, I can provide the specialist advice you need.

I offer clients the option to pay for mortgage advice by fee rather than commission.

Your home may be repossessed if you do not keep up repayments on your mortgage.

My clients say...

Laura Goodwin - Financial Adviser

"Thank you for your help and assistant with all the aspects of the procedure's for the mortgage, protection and pension and of course, the computer input. Both of us would be at a loss without your help."

My clients say...

Laura Goodwin - Financial Adviser

"Thank you so much for your help over the past few months! I now finally understand and regularly keep track of my pension planning - thanks for making this so easy! Thank you for sorting out my mortgage and protection and finally getting me in my home in time for Christmas. If I ever have any financial queries or need help in the future, I will definitely come back to you! "

My clients say...

Laura Goodwin - Financial Adviser

"We have now referred Laura to a number of our clients and also an employee too and without exception they have been very pleased with Laura's knowledge, professionalism and expertise. We have recommended Laura across a wide range of services - pensions, life assurance, shareholders assurance, mortgages and a special project and we all appreciate the help that Laura is giving to our clients. I would have no hesitation in recommending Laura Goodwin for advice on all aspects of financial services "

My clients say...

Laura Goodwin - Financial Adviser

"Thank you to Laura for coming out of her way to visit us, so that we could get our company pension pre-staging sorted. She dealt with proceedings in a timely and professional manner, and has kept us updated at every step of the process. We will be using her to arrange our individual pensions in future, and will use her as a first point of call should we need financial advice. We have no issue in recommending her services to our clients. It is refreshing to have a professional who is more concerned with what they can do to help, rather than what they can earn from you. Laura certainly fits this bill. "

My clients say...

Laura Goodwin - Financial Adviser

"I approached Laura almost 8 months ago now in order to consolidate a very complex set of pensions that I had deferred, this included 4 workplace pension and once armed forces pension. To say it’s been a testing time is an understatement, Laura has endured numerous communication, hours and hours on the phone (1 hr 44 mins at one point) and even the chasing of lost funds. We have finally managed to achieve our goal and the pensions are all now secured in one very visible and manageable place. Laura has been fantastic throughout this very trying process, dedication and commitment to customer service has been exceptional, not once has Laura complained about this terrible process. I would highly recommend using Laura for any of my financial requirements! Thank you for your help Laura, I am a very satisfied customer."

My clients say...

Laura Goodwin - Financial Adviser

"Couldn't recommend Laura Goodwin enough. Incredible financial adviser, her professionalism is second to none! Her tenacity got us out of a pickle we thought impossible. Thank you Laura Goodwin! "

My clients say...

Laura Goodwin - Financial Adviser

"As first time buyers, we were blind to the whole mortgage process. Laura has been a star from start to finish, from explaining everything, to responding to late calls and emails, to doing the impossible and finding us a mortgage when two lenders had already refused! I highly recommend Laura for mortgage and financial advice. I’ll be back in five years’ time when I shop around. Thank you for making my dream home possible."

My clients say...

Laura Goodwin - Financial Adviser

"I just wanted to let you know how please my nephew, Antony, was with your service when arranging his mortgage. He said, as he was a 1st time buyer, you made the whole process really easy and uncomplicated. You were able to get him on an excellent fixed rate over a time period that suited him. He would have no hesitation in recommending your services in future. "

My clients say...

Laura Goodwin - Financial Adviser

"I have recently used the services of Laura at True Potential Wealth Management to handle the finances and probate for my Father who recently passed away. Laura has been absolutely brilliant throughout the whole process, handling the whole matter with the professionalism, care and attention that you would expect from a trusted IFA, as well as obviously showing a great deal of care and compassion during this difficult time. I would have no doubt in using her again for my own Financial affairs, and would recommend her services completely to anyone wishing to retain an IFA. "

My clients say...

Laura Goodwin - Financial Adviser

"We went to see Laura and we are sorted....thank you so much for passing on her number I really appreciate it. She is lovely, funny and smart and so clever. I was baffled before I met her."

My clients say...

Laura Goodwin - Financial Adviser

"Dear Laura, Many thanks for arranging my daughter, Megan's mortgage. As a 1st time buyer she was uncertain how to approach getting her mortgage. You have made the process simple and been able to obtain a great interest rate, which means she can afford the monthly repayments. When I asked her hot it was going her comment was "I haven't had to do anything - Laura has done everything for me". I would not hesitate to recommend your services to family, friends and colleagues."

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