Russell Ludwin - Financial Adviser

I’m proud to be a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies.
I’m based in Bearsted, Kent where I’m committed to delivering a personal service offering better value and choice for my clients.
I offer a wealth of knowledge and expertise and can assist with investments, pensions and retirement, and protection.
Pension Freedoms legislation has opened up new options and flexibility for clients and I can assist with final salary schemes, consolidation of legacy pension plans and pension transfers.
Having over 20 years’ experience, I enjoy helping individuals, families, and businesses achieve financial goals and meet their hopes, dreams and ambitions. After receiving my Diploma for Financial Advisers from The London Institute of Banking & Finance , I have also gained an advanced qualification in Pension Transfers.
I believe financial planning is more than just looking at numbers; it’s the people and dreams behind the numbers that matter the most. Recognising that everyone’s personal situations are unique, I will take time to get to know you and understand what’s important.
No fee for your first consultation – please call me today on 01622 221010 to see how I can add value to your existing financial arrangements.
If you’re an accountant or a solicitor, please contact me to find out how we can benefit our clients by working together.
It’s your money; it’s your life; make the most of it.

Russell Ludwin Financial Adviser

Areas Served

  • South England
  • London

Russell Ludwin - Financial Adviser

Russell Ludwin - Financial Adviser

I’m proud to be a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies.
I’m based in Bearsted, Kent where I’m committed to delivering a personal service offering better value and choice for my clients.
I offer a wealth of knowledge and expertise and can assist with investments, pensions and retirement, and protection.
Pension Freedoms legislation has opened up new options and flexibility for clients and I can assist with final salary schemes, consolidation of legacy pension plans and pension transfers.
Having over 20 years’ experience, I enjoy helping individuals, families, and businesses achieve financial goals and meet their hopes, dreams and ambitions. After receiving my Diploma for Financial Advisers from The London Institute of Banking & Finance , I have also gained an advanced qualification in Pension Transfers.
I believe financial planning is more than just looking at numbers; it’s the people and dreams behind the numbers that matter the most. Recognising that everyone’s personal situations are unique, I will take time to get to know you and understand what’s important.
No fee for your first consultation – please call me today on 01622 221010 to see how I can add value to your existing financial arrangements.
If you’re an accountant or a solicitor, please contact me to find out how we can benefit our clients by working together.
It’s your money; it’s your life; make the most of it.

Areas Served

  • South England
  • London

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.