Raj Sahins - Financial Adviser

As a Wealth Management Partner with True Potential Wealth Management, part of the highly successful True Potential group of companies, I’m committed to delivering better value and choice for my clients. For me, 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.
As a Wealth Management Partner offering financial advice/planning for both corporate and private clients covering the full spectrum of financial service products. I have worked within the financial services profession since 1999, with the Co-operative Insurance Society (CIS) and Co-operative Bank, and as a self-employed Financial Planning Consultant with Charles Derby/Quilter Financial Advisers and now with True Potential Wealth Management.
I am self-motivated, honest, trustworthy, and very reliable with a proven ability in consulting in all areas of financial planning obtaining a professional qualification gained through The London Institute of Banking & Finance (LIBF). My aim is to offer a bespoke service where I will strive to nurture long term relationships ensuring when your circumstances, needs and priorities change he can manage your wealth positively to deliver meaningful returns.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business, or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from investments and insurance to tax and estate planning while offering exclusive opportunities.

Plus, through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident, and empowered to reach your financial goals.

Raj Sahins Financial Adviser

Areas Served

  • Midlands

Raj Sahins - Financial Adviser

Raj Sahins - Financial Adviser

As a Wealth Management Partner with True Potential Wealth Management, part of the highly successful True Potential group of companies, I’m committed to delivering better value and choice for my clients. For me, 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.
As a Wealth Management Partner offering financial advice/planning for both corporate and private clients covering the full spectrum of financial service products. I have worked within the financial services profession since 1999, with the Co-operative Insurance Society (CIS) and Co-operative Bank, and as a self-employed Financial Planning Consultant with Charles Derby/Quilter Financial Advisers and now with True Potential Wealth Management.
I am self-motivated, honest, trustworthy, and very reliable with a proven ability in consulting in all areas of financial planning obtaining a professional qualification gained through The London Institute of Banking & Finance (LIBF). My aim is to offer a bespoke service where I will strive to nurture long term relationships ensuring when your circumstances, needs and priorities change he can manage your wealth positively to deliver meaningful returns.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business, or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from investments and insurance to tax and estate planning while offering exclusive opportunities.

Plus, through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident, and empowered to reach your financial goals.

Areas Served

  • Midlands

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.