Ben Middleton - Financial Adviser

As a Financial Adviser with True Potential Wealth Management, part of the successful True Potential Group, I am committed to delivering better value, choice and results for my clients.
With over 18 years experience helping individuals and families reach their financial goals, I offer a wealth of knowledge and expertise.

My experience includes financial management with businesses such as Halifax and Legal and General and I also worked as a stockbroker in the city in a previous role. I have a large portfolio of clients which include individual and corporate clients in the South East. I believe my financial experience allows me to provide a tailored and honest service to new and existing clients.

Please feel free to contact me if you would like financial advice as I will be more than happy to help.

Ben Middleton Financial Adviser

Areas Served

  • All of UK

Reviews and Ratings for Financial adviser Ben Middleton, Reading

Ben Middleton - Financial Adviser

Ben Middleton - Financial Adviser

As a Financial Adviser with True Potential Wealth Management, part of the successful True Potential Group, I am committed to delivering better value, choice and results for my clients.
With over 18 years experience helping individuals and families reach their financial goals, I offer a wealth of knowledge and expertise.

My experience includes financial management with businesses such as Halifax and Legal and General and I also worked as a stockbroker in the city in a previous role. I have a large portfolio of clients which include individual and corporate clients in the South East. I believe my financial experience allows me to provide a tailored and honest service to new and existing clients.

Please feel free to contact me if you would like financial advice as I will be more than happy to help.

Areas Served

  • All of UK

Reviews and Ratings for Financial adviser Ben Middleton, Reading

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...

Ben Middleton - Financial Adviser

"Ben is a great "solution finder", offers great client care and clear, concise advice. "