Effortless Financial Planning
Financial planning isn’t just about numbers – it’s about creating opportunities and building confidence for the future. Since 2021, Tidal Financial has been helping clients navigate life’s financial decisions with personalised advice and a commitment to lasting relationships.
A passion for creating financial freedom
Our comprehensive suite of professional services caters to families and business owners alike.
Retirement
Plan today. Enjoy tomorrow.
Investment
Growing wealth with purpose.
Life & Protection
Protecting what matters most.
Consulting
Clear advice. Confident decisions.
Business Development
Building (and selling) stronger businesses.
IHT and Tax Planning
Preserving wealth for generations.
Meet the team
The people behind your financial success
Lizzie Potter
- Financial Planner
- 15 years’ wealth and retirement experience
- Dedicated to working with business owners
Carrie Charlwood
- Focused on long-term growth
- Specialises in family planning
- Clear, straightforward advice you can trust
“Tidal Financial has saved us thousands of hours of worry and has unlocked goals we never thought possible for us to achieve.”
Annie & Brett Johnson
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