Julie Langton - Financial Adviser

I am a Wealth Management Partner with True Potential Wealth Management. I joined True Potential as a Financial Adviser in June 2013 after working in financial services for 32 years including Lloyds Bank Private Banking.

I have a vast amount of knowledge and experience in helping individuals and families reach their financial goals. I am passionate about helping my clients make the most out of their finances.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important for your lifestyle and plans. 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 will work with you every step of the way.

As a Financial Adviser, the areas I can help you with include:

  • Achieving your dreams and aspirations – Tax Efficient Savings and Investments.
  • Helping you with mortgage advice – Moving home, Remortgaging, Buy to Let, Let to Buy and First Time Buyers.
  • Helping you achieve a comfortable retirement – Reviewing existing Pension Provisions.
  • Helping you when you need it the most – Lifestyle changes such as Marriage, Divorce, Redundancy, Bereavement, Retirement and Inheritance.
  • Helping you when life doesn’t go to plan – Life, Critical Illness, and Income Protection.
  • Protecting your Business – Key Person Protection and Relevant Life Cover.

No fee for your first consultation – please call me today on 0116 271 1031 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

  • Midlands

Julie Langton - Financial Adviser

Julie Langton - Financial Adviser

I am a Wealth Management Partner with True Potential Wealth Management. I joined True Potential as a Financial Adviser in June 2013 after working in financial services for 32 years including Lloyds Bank Private Banking.

I have a vast amount of knowledge and experience in helping individuals and families reach their financial goals. I am passionate about helping my clients make the most out of their finances.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important for your lifestyle and plans. 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 will work with you every step of the way.

As a Financial Adviser, the areas I can help you with include:

  • Achieving your dreams and aspirations – Tax Efficient Savings and Investments.
  • Helping you with mortgage advice – Moving home, Remortgaging, Buy to Let, Let to Buy and First Time Buyers.
  • Helping you achieve a comfortable retirement – Reviewing existing Pension Provisions.
  • Helping you when you need it the most – Lifestyle changes such as Marriage, Divorce, Redundancy, Bereavement, Retirement and Inheritance.
  • Helping you when life doesn’t go to plan – Life, Critical Illness, and Income Protection.
  • Protecting your Business – Key Person Protection and Relevant Life Cover.

No fee for your first consultation – please call me today on 0116 271 1031 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

  • Midlands

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...

Julie Langton - Financial Adviser

"Julie has been advising me on my investments for nearly a year now Initially, I was a bit nervous about working with a Financial Advisor, but Julie quickly put me at ease and gave me great confidence. She takes the time to explain things clearly, offers options which I understand and is always available to answer questions and give balanced advice. The True Potential client site is easy to use so I can check my investments. I have subsequently recommended Julie to several people who all have had the same experience - professional, welcoming and building confidence. "

My clients say...

Julie Langton - Financial Adviser

"What can I say about Julie? Well, she has been a true guidance for us. We’ve been working with Julie now for about 6 months and we’ve already made some big improvements on organising important cover that we didn’t have or better cover where needed. We have big aspirations for our future and with Julie by our side moving forward, we’re 100% confident that we’re going to make all the right decisions. Julie is a lovely, kind, and warming person who always goes above and beyond to support. She’s a true professional who absolutely knows her stuff! Julie gives us peace of mind and we’re very lucky to have found Julie. "

My clients say...

Julie Langton - Financial Adviser

"“Meeting with Julie to discuss our Life insurance was such a pleasure; she made the entire process simple and easy for us with her professional and caring approach. We lead very busy lives ourselves and cannot afford the time to fill out copious amounts of paperwork; Julie took that stress away from us. Thank you” "

My clients say...

Julie Langton - Financial Adviser

"Thank you for assisting with transferring my ISA to True Potential and transferring over my pensions. It is so much easier having everything in one place and great to be able to monitor how it is going by logging into the client area of the site. You have given me great advice and made it really easy - I hardly have to do a thing! I would have no hesitation in recommending your friendly, personal services to anyone who wants to make their savings work for them."

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