David Smith

David Smith is a Wealth Partner at True Potential Wealth Management with 30 years of experience in financial services. They are CII qualified in Regulated Financial Planning and hold multiple certifications in life, pensions, and long-term care insurance. David has previously worked with notable institutions such as NatWest, HSBC, and Barclays, where they occupied various roles, including account management and branch management. In their current position, David focuses on retirement income options, auto enrolment, and providing clients with transparent financial advice to help them achieve their financial aspirations.