Lee Spragg - Financial Adviser

As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. 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 or a cherished cause, 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 well-being from investments and insurance to tax and estate planning while offering exclusive opportunities.

Plus, through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving 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.

With over 20 years experience within financial services I have a broad and extensive knowledge of the industry. After gaining a Diploma in Financial Advice (DipFA) from the Institute of Financial Services, I’ve been helping individuals and families plan to reach their financial goals for over a decade. I continually enhance my knowledge and expertise through industry events and formal training.

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.

Lee Spragg Financial Adviser

Areas Served

  • North West England
  • Midlands
  • North Wales

Lee Spragg - Financial Adviser

Lee Spragg - Financial Adviser

As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. 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 or a cherished cause, 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 well-being from investments and insurance to tax and estate planning while offering exclusive opportunities.

Plus, through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving 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.

With over 20 years experience within financial services I have a broad and extensive knowledge of the industry. After gaining a Diploma in Financial Advice (DipFA) from the Institute of Financial Services, I’ve been helping individuals and families plan to reach their financial goals for over a decade. I continually enhance my knowledge and expertise through industry events and formal training.

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.

Areas Served

  • North West England
  • Midlands
  • North Wales

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.

My clients say...

Lee Spragg - Financial Adviser

"One of the worst things about this modern world is trying to contact a human voice at the end of a phone instead of a computer telling you to press 1 for this 2 for that etc. etc. only to have a computerized voice tell you all lines are busy and you are in a queue. Then you wait, and wait etc. Apart from Lee Spragg being the best financial adviser we've ever had, he's at the end of a phone and easily available to speak to. He is reliable, and has been a big help with his knowledge of the financial world He has a very pleasant personality and will always be welcome at our house. We would recommend him to anyone. "

My clients say...

Lee Spragg - Financial Adviser

"Lee has been our Financial Adviser for the many years. He handled our affairs with another company originally and so happy were we with Lee that when he left his previous organisation, and moved to True Potential, we followed as soon as it was permissible. In the years leading up to Ron's retirement Lee's advice was invaluable and he demonstrated not only a sound grasp of everything but also endless patience as he explained the various investment options available. He has been both reliable and trustworthy and his recommendations have been entirely satisfactory. We look forward to benefiting from Lee's expertise for many years to come and wholeheartedly recommend him to anyone looking for good financial advice. "

My clients say...

Lee Spragg - Financial Adviser

"Lee advised us when we needed re-mortgages for our own home and for a rental property we own. He guided us through the process of finding a personal mortgage and a buy to let mortgage. His advice and vast knowledge of these products allowed us to make the correct choice of product, saving us money in the process. He explained the process using language that we understood and did not baffle us with financial terms we did not understand. His explanations and advice were clear and precise. He showed us various options which were explained fully so that we could make informed decisions. Lee was trustworthy, reliable and professional in all of his communications with us. We were always well informed at every stage of the process. He even went the extra mile in contacting solicitors involved in each application to make sure they completed the re- mortgage promptly. We would recommend Lee to anyone who needs the services of a financial adviser and will use Lee again when we need further financial advice. "