Chris Philcox - True Potential Wealth Management
Initial consultation free
Restricted
I have been helping clients achieve their financial goals for over 15 years. I specialise in retirement planning, including Defined Benefit transfers and Drawdown. I hold the advanced retirement qualifications, ensuring the very best outcome and advice.
We can advise you on
Clients
helped
303helped
Minimum
pension value
£500k+pension value
Minimum
wealth
£500k+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 Chris Philcox DipFA
Financial Adviser
Miss Emma Wheeler
Mortgage Adviser
What our clients say
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Andy & Ruth Rotherham
We met Chris via the recommendation of a mutual colleague.
Chris met us while we were on holiday to ensure the process met our timescale.
This meant a long journey for him & an overnight stay.
...
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M Menezes
“Having known Chris personally for many years, I was aware of his of his industry background and forged a working relationship with him when I commenced a new position at my new Company, providing...
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Richard Barnard
"I have known Chris for many years, since he worked as a senior advisor for a large building society. Even back then he stood out from the rest in that work was carried out enthusiastically to make...
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Eddie & Mary
We have always felt that Chris is very knowledgable about the investment world he works in and much better than our previous advisor.
We are very pleased that we met him and that he is now our...
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Linda W
"I was one of Chris's early clients. I have found him the most helpful financial adviser I have ever had, always there to answer questions, nothing too much trouble, and his advice has been spot on....
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Mrs A Harmer
"I am very pleased to have Chris (Philcox) as my Financial Advisor - it has been very reassuring for me. He is always very punctual and polite when visiting me for my annual review. If I send an...
Compliance
Your home may be repossessed if you do not keep up repayments on your mortgage.
Chris Philcox is a Restricted Financial Adviser 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.
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