Adam McCarthy & Sione Mitchell at True Potential Wealth Management
Initial consultation free
Restricted
We put our clients interests and financial goals at the heart of our business, priding ourselves on giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers.
We can advise you on
Clients
helped
303helped
Minimum
pension value
£150k+pension value
Minimum
wealth
£150k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Adam Mccarthy dipfa awpetr
Financial Adviser and Elite Wealth Partner
Mr Thomas Jackson
Administrator
Miss Sione Mitchell
Financial Planner & Wealth Partner
What our clients say
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Rhian Clarke
What were the circumstances that caused you to look for a financial adviser? Securing the best outcome for my retirement How did Adam McCarthy help you? With care and considered advice based on his...
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Shaun Cox
What were the circumstances that caused you to look for a financial adviser? I was looking for advice on a number of old pension schemes. How did Adam McCarthy help you? Adam reviewed all my pension...
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David McCarthy
What were the circumstances that caused you to look for a financial adviser? My wife and I decided to move back to the UK after living in Cyprus for 10 years. Due to our advanced ages we presumed we...
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Peter Grace
What were the circumstances that caused you to look for a financial adviser? Required expert advice in a specialist field. How did Adam McCarthy help you? Adam was very professional and speedily...
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Gareth Jones
What were the circumstances that caused you to look for a financial adviser? I wanted too retire at 55 with a better monthly income How did Adam McCarthy help you? He advised me and did the transfer...
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Neil Pitcher
What were the circumstances that caused you to look for a financial adviser? Retirement plans How did Adam McCarthy help you? He gave myself and my wife assurances that his investments would enable...
Compliance
Adam McCarthy & Sione Mitchell are Restricted Financial Advisers within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership. OC356611. Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time. We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers
Legal information
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