Dorian Cobb - Financial Adviser

As a partner with True Potential Wealth Management, I am committed to delivering better value and choice for my clients, working with them in a modern way that is unique in financial services, but very normal to the way people live in this very modern world.

With over 27 years experience in the financial services industry as an adviser, I have developed many life long relationships with clients, helping them to secure their financial futures and their families through the financial planning services I offer.

Recognizing that everyone’s personal situations are unique, I will take time to get to know you and what’s important to you and through the use of award winning technology I can provide straight forward and transparent advice in a simple and convenient way, as a result you will be better informed and confident to reach your financial goals and needs.

Dorian Cobb Financial Adviser

Areas Served

  • South England
  • Isle of Wight

Dorian Cobb - Financial Adviser

Dorian Cobb - Financial Adviser

As a partner with True Potential Wealth Management, I am committed to delivering better value and choice for my clients, working with them in a modern way that is unique in financial services, but very normal to the way people live in this very modern world.

With over 27 years experience in the financial services industry as an adviser, I have developed many life long relationships with clients, helping them to secure their financial futures and their families through the financial planning services I offer.

Recognizing that everyone’s personal situations are unique, I will take time to get to know you and what’s important to you and through the use of award winning technology I can provide straight forward and transparent advice in a simple and convenient way, as a result you will be better informed and confident to reach your financial goals and needs.

Areas Served

  • South England
  • Isle of Wight

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.