Robin Algar - Financial Adviser

I became a financial adviser in 1997 after completing 8 years as an Army Officer with the Royal Artillery. I worked for Ernst & Young, CIBC (stockbrokers) and Prudential before starting up my own practice. I am qualified to advanced level in Taxation and Trusts (G10), and Personal Investment Planning (G20), and have qualifications in pensions, life and health insurance, and mortgages and am qualified to advise later-life clients on Long Term Care, Equity Release and Lifetime Mortgages.
After careful research I chose to partner with True Potential Wealth Management. I was very impressed with the True Potential Portfolios that represent excellent value, and deliver strong consistent returns. Risk is carefully managed and controlled with the application of the ‘Advanced Diversification’ concept. Through the use of True Potential’s award-winning technology, I can provide bespoke advice in a highly secure and straightforward manner, and provide you with 24/7 online access to your complete financial affairs. As a result, you will be in a stronger, better informed, position to define your financial goals and monitor progress towards achieving them .
As well as access to the True Potential Platform and Portfolios I can provide Whole of Market advice to clients with other needs such as ethical investments or more complex tax-planning requirements. Recognising that everyone’s personal situation is unique, I will take the time to get to know you and find out what matters the most. 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, 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. I will explain things in a simple and straightforward manner, using plain language and cutting through the financial jargon.
I encourage you to take the time to explore my website and find out more about my ‘Beyond Wealth Management’ service and discover how you can benefit.

Robin Algar Financial Adviser

Areas Served

  • All of UK

Robin Algar - Financial Adviser

Robin Algar - Financial Adviser

I became a financial adviser in 1997 after completing 8 years as an Army Officer with the Royal Artillery. I worked for Ernst & Young, CIBC (stockbrokers) and Prudential before starting up my own practice. I am qualified to advanced level in Taxation and Trusts (G10), and Personal Investment Planning (G20), and have qualifications in pensions, life and health insurance, and mortgages and am qualified to advise later-life clients on Long Term Care, Equity Release and Lifetime Mortgages.
After careful research I chose to partner with True Potential Wealth Management. I was very impressed with the True Potential Portfolios that represent excellent value, and deliver strong consistent returns. Risk is carefully managed and controlled with the application of the ‘Advanced Diversification’ concept. Through the use of True Potential’s award-winning technology, I can provide bespoke advice in a highly secure and straightforward manner, and provide you with 24/7 online access to your complete financial affairs. As a result, you will be in a stronger, better informed, position to define your financial goals and monitor progress towards achieving them .
As well as access to the True Potential Platform and Portfolios I can provide Whole of Market advice to clients with other needs such as ethical investments or more complex tax-planning requirements. Recognising that everyone’s personal situation is unique, I will take the time to get to know you and find out what matters the most. 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, 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. I will explain things in a simple and straightforward manner, using plain language and cutting through the financial jargon.
I encourage you to take the time to explore my website and find out more about my ‘Beyond Wealth Management’ service and discover 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.

Long-Term Care

As we are all living longer, planning for your later life to ensure you are comfortable is vital.  Long-term care provision can include looking after both your medical and non-medical needs, whether that’s at home, within a nursing home or an assisted living facility.

I can provide the specialist advice you need, explain your options and help develop your personal plan.

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.