Trusted Financial Solutions for Every Stage of Life

Whatever stage of life you are at, whether it be starting a pension, looking to invest for the future, wanting protection policies or how to protect your wealth for future generations, Ashley Lewis and True Potential are ideally placed to meet your needs. We provide a range of financial solutions that will meet your requirements, whatever stage of life you are at.

Meet the Team

ASHLEY LEWIS
Founder

I joined the industry nearly nine years ago, stepping into the family business and continuing the legacy my father built over 27 years. Since then, I’ve had the privilege of working with a wide range of clients from all walks of life.

LARA LEWIS
Personal Assistant

Lara has recently joined the team. Lara previously worked in payroll and accounts within a large tech firm. Lara has picked things up very quickly which is testament to her excellent attitude towards learning and improving.

CATHY PLATT
Paraplanner/Office Manager

Cathy and Ashley have worked together for 8 years. Cathy has done brilliantly to get to diploma level qualified meaning that she has both technical knowledge and also keeps the office engine running smoothly.

Get in Touch

Our Financial Services

Pensions

Secure your retirement with tailored pension plans. We help you build a stable future through expert guidance and ongoing support.

Investments

Grow your wealth with smart, diversified investment strategies. Our advice aligns with your goals, balancing risk and opportunity for success.

Savings

Achieve your financial goals with structured savings solutions. We design personalised plans that maximise growth, security, and long-term financial confidence.

Protection

Safeguard your family’s future with comprehensive protection solutions. From life insurance to income cover, we ensure financial security against uncertainty.

Trusts

Protect assets and loved ones with tailored trust structures. We create efficient solutions to preserve wealth, manage inheritance, and minimise disputes.

Inheritance Tax Planning

Reduce inheritance tax liability with expert planning. Our strategies ensure your wealth passes efficiently, protecting family assets for future generations.

About us

Ashley Lewis commenced work in the financial services sector through his late father Michael. Ashley joined True Potential in the summer of 2025 and is surrounded by a team experienced in providing the very highest levels of customer services and financial products.

Ashley travels throughout United Kingdom to meet the needs of his clients and is now located within the historic city of Chester. You can be assured that we will help you maximise the value of your money.

A common misconception in this industry is that financial advice is only for the wealthy. That couldn’t be further from the truth. We believe everyone deserves access to honest, reliable advice – regardless of their financial background.

Our goal is simple: to offer honest, credible, and trustworthy advice that helps our clients achieve their financial goals and long-term objectives.

Testimonials

“Ashley Lewis was brilliant in helping me with a smooth transfer of two of my legacy policies. He kept me well informed along the way. The only delay was due to my legacy policy owners! All paperwork was dealt with efficiently and remotely with electronic document signing. I am looking forward to securing my financial future with the Platt Partnership and Ashley working with me to manage my money.”

Helen

“Ashley Lewis had fantastic early guidance with his father, Mike and Mike Platt from 2015. He has provided excellent advice for retirement planning and Trusts allowing me plenty of time to consider my options. Above all, Ashley has been very generous with his face-to-face time. Invaluable. He now has to deliver a plan for my three children’s retirement horizon and they are all listening, learning and engaged in the active fund management being used.”

Tony W

“Could not come more highly recommended. I have been looked after by Ashley for a number of years now and could not be happier with the level of service. I have been dealing with Lara since the move and it has been a pleasure.”

Joseph R

“I’d been a client of Ashley’s for years before I started considering retirement, and his advice on preparing for the transition was always thoughtful and pragmatic. When the time came, I relied on Ashley’s advice and calculations – he even convinced me to retire a year earlier. Retiring is always an anxious time, but Ashley’s performance indicators and market analysis reassured me we were on the right track. I haven’t looked back since.”

Vince H

“Ashley and his late father Micheal have provided me with a first class level of financial advice for a number of years. Always professional and explain their advice very clearly. “

Mark A

“Ashley has helped me through the first stages of setting up both a pension and also savings & investments for the future. I can highly recommend him. “

Elaine B

“First class service, first class advice, first class return. Would recommend Ashley to anyone. “

Helen T

Trusted Financial Solutions for Every Stage of Life

Meet the Team

Our Financial Services

Pensions

Investments

Savings

Protection

Trusts

Inheritance Tax Planning

About us

Testimonials

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