David Moorcroft - Financial Adviser

With over 15 years’ experience in financial services I am well equipped with the knowledge and qualifications to provide high quality financial advice.

My experience tells me that Financial Planning can seem complicated and daunting and therefore too many people ignore the importance of it. The greatest pleasure I receive is seeing a client for their regular review who now understands their financial position, who is protected against any nasty shocks and is looking forward to their retirement because they saw the importance of Financial Planning and with my help, addressed the areas they needed to. This only happens if I take time to understand what you are looking to achieve and address any concerns you may have in trying to do so. I will talk to you in a language you understand so that you are fully aware why my recommendation is perfect for you and your circumstances. It does not matter if this takes numerous meetings. I want you to make a decision you are completely comfortable with and not feel forced into one.

The areas that I specialise in are Investments (whether you are looking for a regular income, or to simply beat what you’re getting from your bank), giving you key advice around your Pension options approaching Retirement and Protecting the things that are most important to you, your Family and Income.

With the new pension freedom rules being introduced in April 2015, I now have access to the new Flexi Drawdown proposition and many of my clients have been keen to look at consolidating old pension plans into one easy to manage plan where they can feel in touch with their Retirement Goals, knowing they are being managed by an adviser that cares about those goals.

The initial meeting is always without cost and without time limit so please feel free to contact me to arrange a meeting at your home.

I guarantee a fantastic service via six monthly reviews, and also the ability, to monitor the progress of your funds using your own personalised website via True Potential’s unique online proposition.

David Moorcroft Financial Adviser

Areas Served

  • North West England

David Moorcroft - Financial Adviser

David Moorcroft - Financial Adviser

With over 15 years’ experience in financial services I am well equipped with the knowledge and qualifications to provide high quality financial advice.

My experience tells me that Financial Planning can seem complicated and daunting and therefore too many people ignore the importance of it. The greatest pleasure I receive is seeing a client for their regular review who now understands their financial position, who is protected against any nasty shocks and is looking forward to their retirement because they saw the importance of Financial Planning and with my help, addressed the areas they needed to. This only happens if I take time to understand what you are looking to achieve and address any concerns you may have in trying to do so. I will talk to you in a language you understand so that you are fully aware why my recommendation is perfect for you and your circumstances. It does not matter if this takes numerous meetings. I want you to make a decision you are completely comfortable with and not feel forced into one.

The areas that I specialise in are Investments (whether you are looking for a regular income, or to simply beat what you’re getting from your bank), giving you key advice around your Pension options approaching Retirement and Protecting the things that are most important to you, your Family and Income.

With the new pension freedom rules being introduced in April 2015, I now have access to the new Flexi Drawdown proposition and many of my clients have been keen to look at consolidating old pension plans into one easy to manage plan where they can feel in touch with their Retirement Goals, knowing they are being managed by an adviser that cares about those goals.

The initial meeting is always without cost and without time limit so please feel free to contact me to arrange a meeting at your home.

I guarantee a fantastic service via six monthly reviews, and also the ability, to monitor the progress of your funds using your own personalised website via True Potential’s unique online proposition.

Areas Served

  • North West 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.

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...

David Moorcroft - Financial Adviser

"When myself and my late wife first met David some years ago, we were impressed with his financial knowledge and equally important his ability to listen and construct an investment which met our needs. He has a high level of professionalism which translates into clear, concise discussions in respect of my current investments, giving not only an overview but a detailed explanation which I find easy to assimilate. He has ensured that my portfolio maintains my requirements within the current market environment and I would have no hesitation in recommending David to any would be investor."

My clients say...

David Moorcroft - Financial Adviser

"David had been the Financial Adviser for a number of my customers when I previously worked in the Finance industry and given the feedback I had received from both staff and customers I had no doubts in asking David to oversee my own financial affairs. He is very professional, engaging and extremely flexible - I am currently working away in the week and David has always been free to give up his time on a Saturday or a Sunday. I would have no hesitation in recommending David's services to both friends and fellow professionals alike."