David Toner

Financial Adviser with True Potential

Alnwick, Northumberland

As a Certified Professional in Financial Advice, my wealth management service is independently assessed annually through genuine client reviews on the VouchedFor platform. Each year, the top-ranked advisers in the UK, as determined by VouchedFor, are featured in a special supplement in *The Times* and *The Daily Telegraph.* I am proud to have been recognised as the Top Rated Adviser in my area for the past six consecutive years. In addition to running my own advice practice, I am a partner within the award-winning True Potential network.

I specialise in Retirement and Tax Planning for both individuals and businesses, as well as offering a comprehensive Inheritance Tax Planning service...

With extensive experience in helping clients define and achieve their financial goals, I am committed to delivering exceptional value, choice, and results.

My approach is centred on building strong relationships with clients, taking the time to understand what truly matters to them. By offering straightforward, transparent advice, I make financial planning accessible and convenient.

With decades of experience and a deep understanding of the complexities of financial planning, I am well-equipped to guide clients towards achieving their aspirations. If you are seeking an honest, trustworthy, and experienced Financial Planner, I would be delighted to discuss how I can help. Feel free to get in touch for an initial consultation.

Qualifications

My Services

Why True Potential?

We are award winning

Our aim is to revolutionise the way wealth management is delivered. We believe that by using award winning technology to deliver financial services, we empower financial advisers and their clients to take control of their futures.

We are award winning

19 awards
19 industry awards won in 2024

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We provide innovative investments

Whether you’re aiming to pay off your mortgage, cover university fees or just grow your money our Portfolios use a pioneering approach known as Advanced Diversifications to find opportunities for growth that others can’t replicate.

We provide innovative investments

£33 billion
Invested with over 550,000 clients

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We build revolutionary technology

Our clients can check their investments 24/7 and top up anytime with impulseSave. They also get access to exclusive features like True Potential Rewards, which enables them to earn cashback from over 4,000 retailers.

We build revolutionary technology

8 million
Over 8 million logins in 2023

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Tell me your goals

Reach your True Potential.

We all have goals in life that we would like to achieve, these can range from long term retirement plans, being able to grow your finances, or to give something to the next generation. However, the longer you wait to act, the more difficult if could be to achieve these goals.

Please get in touch and I can help put together a plan to set you on the right path to achieving your financial goals.

How can I help you?

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Client testimonials