Mark Drew - Financial Adviser

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

With over 37 years experience in Financial Services, I have developed many lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that I offer.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important to you, and through the use of award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way.

As a result, you will be better informed, confident and empowered to reach your financial goals.

I will make no compromise.

From my office based in Fleet the areas I cover include South England, South East England, South West England, London, Aldershot, Alton, Andover, Ascot, Basingstoke, Bracknell, Camberley, Chertsey, Chichester, Crawley, Dorking, Epsom, Farnham, Fleet, Godalming, Guildford, Haslemere, Kingston, Leatherhead, Maidenhead, Newbury, Petersfield, Portsmouth, Reading, Richmond, Southampton, Staines, Weybridge, Winchester, Windsor, Woking and Wokingham.

Mark Drew Financial Adviser

Areas Served

  • South England
  • South East England
  • London
  • South West England

Mark Drew - Financial Adviser

Mark Drew - Financial Adviser

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

With over 37 years experience in Financial Services, I have developed many lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that I offer.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important to you, and through the use of award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way.

As a result, you will be better informed, confident and empowered to reach your financial goals.

I will make no compromise.

From my office based in Fleet the areas I cover include South England, South East England, South West England, London, Aldershot, Alton, Andover, Ascot, Basingstoke, Bracknell, Camberley, Chertsey, Chichester, Crawley, Dorking, Epsom, Farnham, Fleet, Godalming, Guildford, Haslemere, Kingston, Leatherhead, Maidenhead, Newbury, Petersfield, Portsmouth, Reading, Richmond, Southampton, Staines, Weybridge, Winchester, Windsor, Woking and Wokingham.

Areas Served

  • South England
  • South East England
  • London
  • South 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...

Mark Drew - Financial Adviser

"I have known Mark for many years when he looked after my parents finances and now he’s looking after mine. I trust that he is looking out for my future investments to the best of his ability, within his control. His knowledge is invaluable and he is keen to make sure that I am happy with his suggestions at every point of our meetings. He is not only my financial adviser but a friend that I know I can trust wholeheartedly and wouldn’t hesitate to recommend to anyone else. "

My clients say...

Mark Drew - Financial Adviser

"Mark has looked after my finances for a number of years, and especially now I have lost my husband. He is invaluable, and always there when I need him. I can't speak highly enough."

My clients say...

Mark Drew - Financial Adviser

"Mark has advised us on our financial investments for many years because quite simply he's honest, objective, impartial and does what he says he will. He's now regarded as a friend who's opinion of financial matters is highly valued"