Luis Villar at True Potential Wealth Management
Initial consultation free
Restricted
As a Partner of True Potential Wealth Management, I am committed to looking after my clients as if they were my own family. I hold the Chartered Wealth Manager Level 7 qualification, the UK's gold standard for financial and investment advice.
We can advise you on
Clients
helped
268helped
Minimum
pension value
£0+pension value
Minimum
wealth
£0+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 Luis Villar
Chartered Wealth Manager
What our clients say
mf
Mr. F.
What were the circumstances that caused you to initially look for an adviser?
it is always good to know a little more about the market
How has Luis Villar helped you?
He has given me very good...
ma
Mr. A
What were the circumstances that caused you to initially look for an adviser?
Financial planning for the family
How has Luis Villar helped you?
Financial advice and planning in a tax-efficient way...
ms
Mr. S.
Please provide a brief comment about your experience with Luis
Luis was very professional, and showed great knowledge of the issues at hand and attention to detail. Excellent service and very...
mh
Ms. H.
What were the circumstances that caused you to initially look for an adviser?
I became a parent and my financial goals changed as a result.
How has Luis Villar helped you?
Luis opened my eyes to a...
mj
Mr. J.
What were the circumstances that caused you to initially look for an adviser?
I just had a child and I wanted to make sure that I was prepared for the unexpected.
How has Luis Villar helped...
mm
Ms. M.
What were the circumstances that caused you to initially look for an adviser?
I need advise about pension plans
How has Luis Villar helped you?
Advised about different options
Have you seen the...
Compliance
Luis Villar 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. Luis does not have to use True Potential products and services with his clients. 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. Investments - We offer advice on limited types of Products. Primarily, we will advise you on Strategy Funds and the tax wrappers held on the True Potential Investments Wealth Platform. If the Platform does not have a product to meet your needs, we will broaden our research to other companies with products not available on the True Potential Wealth Platform. You may ask us for a list of those companies.
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