Andrew Pulford - Financial Adviser

My clients tend to have already accumulated assets in anticipation of retirement or are already retired. Consequently, my areas of expertise are investment, pensions and estate planning. Clients will want reassurance that they do not outlive their savings and investments and, if they have more savings than they will need, guidance on efficient ways to gift whilst alive or leave assets to their family when they are gone.

I have over 30 years of experience in advising clients on efficient ways to deal with these scenarios.

If you would like to discuss your needs, please contact me to arrange an exploratory meeting.

Andrew Pulford Financial Adviser

Areas Served

  • South East England

Andrew Pulford - Financial Adviser

Andrew Pulford - Financial Adviser

My clients tend to have already accumulated assets in anticipation of retirement or are already retired. Consequently, my areas of expertise are investment, pensions and estate planning. Clients will want reassurance that they do not outlive their savings and investments and, if they have more savings than they will need, guidance on efficient ways to gift whilst alive or leave assets to their family when they are gone.

I have over 30 years of experience in advising clients on efficient ways to deal with these scenarios.

If you would like to discuss your needs, please contact me to arrange an exploratory meeting.

Areas Served

  • South East England

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.