Afrim Svarqa - Financial Adviser

As an experienced 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 by providing a financial planning service that is built on long term relationships, trust and integrity.

For me, planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most. The dynamics of our financial world are forever changing and I believe there has never been a more important time to have regular access to professional financial advice.

Managing your wealth can be complex and time-consuming. I can simplify this by addressing all aspects of your financial wellbeing, my areas of knowledge and expertise include maximising investment returns from a broad range of investments, retirement planning and wealth protection.

I have vast experience in working closely with clients to understand every aspect of their wealth and financial goals, to articulate clear and tailored recommendations and ensuring any financial solutions are bespoke and focused towards their unique individual circumstances, risk appetite and objectives

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 13 years, I’ve been helping individuals, families and businesses reach their financial goals. I have a Master’s degree in Financial Markets and Derivatives and Bachelor’s degree in Economics. Also, I am a member of the Chartered Insurance Institute and became a qualified financial adviser after receiving my QCF Level 4 accreditation. Since that time, I’ve continually enhanced 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

  • London

Afrim Svarqa - Financial Adviser

Afrim Svarqa - Financial Adviser

As an experienced 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 by providing a financial planning service that is built on long term relationships, trust and integrity.

For me, planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most. The dynamics of our financial world are forever changing and I believe there has never been a more important time to have regular access to professional financial advice.

Managing your wealth can be complex and time-consuming. I can simplify this by addressing all aspects of your financial wellbeing, my areas of knowledge and expertise include maximising investment returns from a broad range of investments, retirement planning and wealth protection.

I have vast experience in working closely with clients to understand every aspect of their wealth and financial goals, to articulate clear and tailored recommendations and ensuring any financial solutions are bespoke and focused towards their unique individual circumstances, risk appetite and objectives

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 13 years, I’ve been helping individuals, families and businesses reach their financial goals. I have a Master’s degree in Financial Markets and Derivatives and Bachelor’s degree in Economics. Also, I am a member of the Chartered Insurance Institute and became a qualified financial adviser after receiving my QCF Level 4 accreditation. Since that time, I’ve continually enhanced 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

  • 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.

My clients say...

Afrim Svarqa - Financial Adviser

"I wanted to write to thank you for working with me on my finances and taking the time to really understand what my financial needs are. During our time you have provided me with clear and solid advice which has given me confidence to work with you personally. Today we are setting up my ‘Impulse Saver’ and we are next going to review my Pensions. Your expertise in this area coupled with your experience meant the entire process was very professional and straight forward. I am very impressed that you answer family questions over the weekend, and you are always there. Thank you so much for your great work. I would not hesitate to recommend you Afrim to any of my clients or associates or friends and family, and I have already recommended you to my sons if they need professional financial advice. I look forward to seeing you every Tuesday, Thank you "