Glenda Hall - 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.

I help to provide my clients with peace of mind regarding their financial affairs across a number of key areas; business investment planning and protection, wealth protection, retirement planning, estate planning and investment planning.

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 wellbeing 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.

For more than 36 years, I’ve been helping individuals and families reach their financial goals. After receiving my Diploma Level 4 from the Chartered Insurance Institute in 2012 I became a qualified adviser. Since that time, I’ve continually enhanced my knowledge and expertise through industry events and formal training, achieving the Advanced Diploma qualification of AF7, Pension Transfers.

I’ve also very committed to giving back to my local community. I am currently a volunteer at Durham Donkey Rescue Centre.

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.

Glenda Hall Financial Adviser

Areas Served

  • All of UK

Glenda Hall - Financial Adviser

Glenda Hall - 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.

I help to provide my clients with peace of mind regarding their financial affairs across a number of key areas; business investment planning and protection, wealth protection, retirement planning, estate planning and investment planning.

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 wellbeing 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.

For more than 36 years, I’ve been helping individuals and families reach their financial goals. After receiving my Diploma Level 4 from the Chartered Insurance Institute in 2012 I became a qualified adviser. Since that time, I’ve continually enhanced my knowledge and expertise through industry events and formal training, achieving the Advanced Diploma qualification of AF7, Pension Transfers.

I’ve also very committed to giving back to my local community. I am currently a volunteer at Durham Donkey Rescue Centre.

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

  • All of UK

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.

My clients say...

Glenda Hall - Financial Adviser

"Glenda has managed my pension for the last 8 years. She is very personable, takes time to get to know you, and always actions things promptly."

My clients say...

Glenda Hall - Financial Adviser

"I have worked with Glenda for years and refer my clients to her. Glenda goes above and beyond to meet clients needs. She is trustworthy, professional, highly educated, knowledgeable and experienced. Thank you Glenda for what you do there's not many advisers like you. "

My clients say...

Glenda Hall - Financial Adviser

"Glenda is a brilliant advisor, thorough, approachable and totally dedicated to her clients, highly recommended."

My clients say...

Glenda Hall - Financial Adviser

"Glenda did a fantastic job during a really difficult period. A real people person who has helped me understand my pension fund. Would recommend to all my contacts for a fantastic personal service!"

My clients say...

Glenda Hall - Financial Adviser

"I’ve had the pleasure of having Glenda as my Financial Advisor for the past five years. Throughout that time I’ve found her help and financial advice to be helpful informative and profitable. Her infinite experience and knowledge of the financial world is priceless and I could not recommend anyone better to look after my Wealth Portfolio. "

My clients say...

Glenda Hall - Financial Adviser

"Glenda, is an excellent financial adviser. She has always been very professional, helpful and proactive. Also, takes the time to fully explain options available and can explain in an understandable way. "

My clients say...

Glenda Hall - Financial Adviser

"I would most definitely recommend Glenda Hall to look into anyone’s Pension Plan or Investment Plan, she is always professional, polite and willing to help you get the best possible outcome for your situation. I am more than happy with what Glenda has done for me and my family. "

My clients say...

Glenda Hall - Financial Adviser

"I have known Glenda Hall for the past seven years. She has been my Financial Advisor for the past five years. Throughout that time, I have always found Glenda to be honest, trustworthy and reliable. During that time, she has been in charge of my life’s savings (Company Pension) which she has handled with the highest integrity and diligence, which is very rare these days when every man and their dog want to get their hands on your pension. Glenda has invested my money wisely and helped me increase my dividends even in the challenging markets at the moment with the War in the Ukraine and the economic crisis. I have always found her advice so helpful and backed up with statistical data. Should you require any further information please do not hesitate to contact me at any time."

My clients say...

Glenda Hall - Financial Adviser

"We are delighted to offer a testimonial for Glenda Hall. She has always put our interests first by offering sound and trustworthy advice and looking at the options available to us which would meet the timescales to our retirement. Her service and support is impeccable and highly professional. Glenda is very Knowledgeable and we consider has gone over and above with her support to us. We have no hesitation in recommending her to our contacts and have on many occasions."