Chris Grindey - Financial Adviser

As a Financial Adviser with True Potential Wealth Management, I’m committed to delivering better value and choice to my clients.

Working within financial services for 20 years has taught me that 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.

Getting to know my clients and understanding their goals and objectives is paramount to each unique financial plan. Together we will discuss the various options available to suit your circumstances and pave the way for a better financial future for you and your family.

Financial matters can be extremely complicated, overwhelming and time-consuming. My role is to ensure you have a comprehensive understanding of your finances whilst giving you the assurance to concentrate on what matters most to you.

True Potential’s award-winning technology enables me to provide straightforward and transparent advice in a simple and convenient way. This allows 24/7 online access to your complete financial affairs for a better informed, confident and empowered approach to your financial goals.

Throughout my career I’ve helped individuals/families achieve their financial goals. After receiving my Diploma in Financial Planning from the CII, I became a qualified adviser and have pursued professional courses from the Personal Finance Society and the CII. Since that time, I’ve persistently enhanced my knowledge and expertise through industry events and formal training.

As a family man, my time is spent making memories with my wife and three children and investing in their many hobbies. I myself, am a keen cricketer having played for my local team Stockport Trinity Cricket Club for several years.

I encourage you to take the time to explore my website and discover more about our ‘Do More with Your Money’ service and how you can benefit.

Chris Grindey Financial Adviser

Areas Served

  • All of UK

Chris Grindey - Financial Adviser

Chris Grindey - Financial Adviser

As a Financial Adviser with True Potential Wealth Management, I’m committed to delivering better value and choice to my clients.

Working within financial services for 20 years has taught me that 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.

Getting to know my clients and understanding their goals and objectives is paramount to each unique financial plan. Together we will discuss the various options available to suit your circumstances and pave the way for a better financial future for you and your family.

Financial matters can be extremely complicated, overwhelming and time-consuming. My role is to ensure you have a comprehensive understanding of your finances whilst giving you the assurance to concentrate on what matters most to you.

True Potential’s award-winning technology enables me to provide straightforward and transparent advice in a simple and convenient way. This allows 24/7 online access to your complete financial affairs for a better informed, confident and empowered approach to your financial goals.

Throughout my career I’ve helped individuals/families achieve their financial goals. After receiving my Diploma in Financial Planning from the CII, I became a qualified adviser and have pursued professional courses from the Personal Finance Society and the CII. Since that time, I’ve persistently enhanced my knowledge and expertise through industry events and formal training.

As a family man, my time is spent making memories with my wife and three children and investing in their many hobbies. I myself, am a keen cricketer having played for my local team Stockport Trinity Cricket Club for several years.

I encourage you to take the time to explore my website and discover more about our ‘Do More with Your Money’ service and how you can benefit.

Areas Served

  • All of UK

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.

Equity Release

Equity release is a means of releasing a tax-free lump sum from the equity locked in your home.

There are typically no monthly repayments to make. The money can be used in many ways, including assisting with the costs of living, helping grandchildren onto the property ladder, making home improvements or even travelling and seeing the world.

I can provide the specialist advice you need and explain your options.

Lifetime mortgages are complex products. To understand the features and risks, please ask for a personalised illustration.

My clients say...

Chris Grindey - Financial Adviser

"The prospect of remortgaging felt like a dark cloud approaching for months, we just didn't have the time or the inclination to compare deals. Thankfully, Chris was recommended to us and dealt with the whole thing from start to finish. He explored several options with us (selling, remortgaging, moving to shared ownership etc) and when we finally decided that it was best for us to remortgage, Chris came back to us having done all the research into differing rates and deals, and had factored in things we hadn't even considered, like how much faster it would be to go with our existing provider, where the unexpected costs were etc. To have someone who knows the industry inside out to guide us through the process in a calm, efficient manner was invaluable - we would recommend in a heartbeat."

My clients say...

Chris Grindey - Financial Adviser

"I have been working with Chris for many years now and I can honestly say that he has been an absolute pleasure to work with. He is extremely knowledgeable and professional in his field. He helped me with my investments and mine and my wife's retirement planning. He is always available to answer any questions I have and is very patient in explaining things to me. I would highly recommend Chris to anyone looking for an financial adviser who is honest, reliable, and knowledgeable. "