Track Your Investments in Real Time

As a “Whole of Market” IFA practice, Advice 4U Financial Planning  is not tied to any provider and can advise on products from all financial institutions. Our aim is to develop long term relationships with clients enabling us to provide accurate financial advice, and to adjust the financial planning to maximise changes in legislation and client circumstances.

We will continue to support you with regular reviews and adapt your strategy as markets and financial legislation change, to ensure your financial aspirations are achieved.

After thorough analysis, we believe that For most of our clients,  the True Potential Wealth platform fits their circumstances because:

  • Fully transparent investment system
  • Strong historical financial performance
  • Exclusive range of funds
  • Competitive price
  • Individual client websites

Clients electing to use this platform have continuous access to their own portfolios and, through ongoing interaction with our advisors, can work openly and efficiently towards achieving their objectives. Although the True Potential Wealth platform suits the majority or our clients, we appreciate that not everyone will benefit from these efficiencies. If appropriate, therefore, our advice would be to recommend dealing with providers directly.

What Do We Charge?

Our initial consultation is free of charge, as this helps us to understand your financial objectives and will confirm how we can support you in working towards these.

After this, the costs will depend on exactly what you require from us. At all stages we will be open and clear about the way we charge and what those charges will be.

A full breakdown of our current costings can be found in our document ‘Services and Costs’.

Who Regulates Us?

“I always value Mike’s advice. Not only does he know his stuff, he also communicates it in a way which us mere mortals can understand. I think it is really important to have a high level of professional trust. Equally importantly is someone you can enjoy talking with. Mike fits the bill on both fronts.”

– Joshua Morse, Gloucester

“Mike is a highly focused and driven individual, but equally someone who will always make time where needed, in order to go that extra mile and provide the personal touch. He has been a great mentor to me over the years for which I owe him a huge thanks and am sincerely grateful for.”

-Stephen worked with Mike at 2Plan Wealth Management Ltd

“Mike is a trustworthy, hard-working financial adviser who will get you the best results with a friendly, personable manner. Working through tricky topics, Mike steered us through them, giving us all the facts and allowing us to make a decision. Honest and reliable, we would highly recommend him to people needing independent advice.”

-Charlotte was Mike’s client