Lee Wyllie – True Potential Wealth Management
Initial consultation free
Restricted
For more than 30 years, I’ve been helping individuals, families and businesses achieve their financial goals. I have a wealth of knowledge and experience, and specialise in providing tailored advice on retirement planning and wealth management.
We can advise you on
Clients
helped
Recently added
helped
Minimum
pension value
£100k+pension value
Minimum
wealth
£100k+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
Lee Wyllie
Wealth Management Partner
Lee Barrow
Wealth Management Partner
Compliance
Lee Wyllie & Lee Barrow 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. Investments - We offer advice on limited types of products. Primarily, we will advise you on True Potential Portfolios and tax wrappers held on the True Potential Wealth Platform. In circumstances where these products do not meet your needs, we will broaden our research to companies with other products and funds. 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 from a range of insurers.
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