Mark Goodwin - Financial Adviser

For more than 17 years, I’ve been helping individuals and families in and around Ipswich reach their financial goals.

Previously giving Financial Advice for Lloyds TSB customers, and Britannia customers (via AXA Wealth), I am now a Financial Adviser with True Potential Wealth Management.

For the last 3 years I have been part of the highly-successful True Potential group of companies and I am committed to delivering better value and choice for my clients.

Whilst dealing with a wide range of areas of financial planning, my main passion is helping my customers with investments and pensions.

Taking a subject that some people can find quite daunting and confusing, and making it simple, and advising in plain English.

Many of my clients tell me that they ‘worried when we didn’t have money, and now that we have money we worry even more’. My job is help to manage your money in a way that you are comfortable with, taking that worry away.

Recognising that everyone is different, I will take the time to get to know you and what’s important to you. Whether it’s a worry-free retirement, fulfilling a lifelong ambition, or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Not only will I meet with you regularly face to face, through the use of True Potential’s award-winning technology, I can give 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.

I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.

Whether you are new to Financial Advice, or have lost touch with your previous Financial Adviser, I look forward to meeting you and starting a relationship to look after your finances for many years to come.

Mark Goodwin Financial Adviser

Areas Served

  • South East England

Mark Goodwin - Financial Adviser

Mark Goodwin - Financial Adviser

For more than 17 years, I’ve been helping individuals and families in and around Ipswich reach their financial goals.

Previously giving Financial Advice for Lloyds TSB customers, and Britannia customers (via AXA Wealth), I am now a Financial Adviser with True Potential Wealth Management.

For the last 3 years I have been part of the highly-successful True Potential group of companies and I am committed to delivering better value and choice for my clients.

Whilst dealing with a wide range of areas of financial planning, my main passion is helping my customers with investments and pensions.

Taking a subject that some people can find quite daunting and confusing, and making it simple, and advising in plain English.

Many of my clients tell me that they ‘worried when we didn’t have money, and now that we have money we worry even more’. My job is help to manage your money in a way that you are comfortable with, taking that worry away.

Recognising that everyone is different, I will take the time to get to know you and what’s important to you. Whether it’s a worry-free retirement, fulfilling a lifelong ambition, or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Not only will I meet with you regularly face to face, through the use of True Potential’s award-winning technology, I can give 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.

I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.

Whether you are new to Financial Advice, or have lost touch with your previous Financial Adviser, I look forward to meeting you and starting a relationship to look after your finances for many years to come.

Areas Served

  • South East 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.

My clients say...

Mark Goodwin - Financial Adviser

"Mark Goodwin has been my financial advisor for over 10 years and I have always found him to be very helpful, financially astute and constructive. I have been happy with the advice given over the years and trust his judgement implicitly. He is honest, personable and looks after his clients in what is a difficult time financially."

My clients say...

Mark Goodwin - Financial Adviser

"So this is really to say how grateful we are for all your help with our finances. We've valued very much all you have done for us since you started to help us with True Potential, in October 2014. We are very pleased with the growth since we started, and with all the ways you have advised us during this time, and with your availability to help quickly and efficiently every time we've asked. Again thank you very much and it makes us very happy to continue. Thank you Mark."