Casey Crooks
Financial Adviser with True Potential
Since partnering with True Potential Wealth Management in 2019, I've worked tirelessly to empower my clients to identify and reach their financial goals. My four-step financial planning system has helped hundreds of senior employees and business owners gain clarity about their financial positions, earning me a spot on The Times' Top Rated Financial Adviser Guide for 2023 and 2024. See my process in more detail below.
Where are you now?
I will work with you to quantify your current position, highlight strengths, and identify available opportunities...
Where would you like to be?
Using True Potential’s industry-leading client-facing technology, I will help you set long-term financial goals tailored to your specific needs and circumstances.
Are you on track?
Together, we'll determine if you're on course to achieve your long-term goals. If we identify any shortfalls, I'll provide recommendations to help you get back on track.
Ongoing Support
The only certainty with a forward-looking financial plan is that it will eventually become outdated. Your personal circumstances and goals may change, and there will be numerous changes in legislation, financial markets, and the industry. By meeting regularly to update your financial plan, we'll ensure you stay on track to meet your financial goals, whatever they may be and no matter how often they change.
When I'm not working, I enjoy spending time on the golf course, playing football when my legs still allow it, walking my Hungarian Vizsla along the beach or through the hills, or cheering on Falkirk FC.
Investment & Savings
I can review your investment and savings accounts, and create a bespoke financial plan that you’ll be able to track 24/7
with award-winning technology.
Retirement & Pensions
Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and can ensure that you are taking full advantage of new pension freedoms.
Protection
I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
We are award winning
Our aim is to revolutionise the way wealth management is delivered. We believe that by using award winning technology to deliver financial services, we empower financial advisers and their clients to take control of their futures.
We provide innovative investments
Whether you’re aiming to pay off your mortgage, cover university fees or just grow your money our Portfolios use a pioneering approach known as Advanced Diversifications to find opportunities for growth that others can’t replicate.
We build revolutionary technology
Our clients can check their investments 24/7 and top up anytime with impulseSave. They also get access to exclusive features like True Potential Rewards, which enables them to earn cashback from over 4,000 retailers.
