True Potential Wealth Management LLP

We use True Potential Wealth Management’s award-winning technology, platform and products which gives us access to over 2000 funds, but retain access to the whole of the market, which we feel provides us with a huge range of investment and pension choices for us to consider when making recommendations. 

We are passionate about building long-term relationships with all of our clients. Trust and integrity are our core values. We are committed to providing a face-to-face service that can meet all of your financial planning needs: whether you are looking to grow and manage your wealth or want to preserve and safeguard your assets in retirement. All delivered in a clear and easy to understand manner.

We offer specialist pension advice, both pre and post retirement, including transfers of final salary/defined benefit company pensions.  

We believe that to be a good adviser, you require not only a high level of technical knowledge, but also the ability to listen and connect with what really matters to our clients. Priding ourselves on being able to cut through the terminology usually associated with Financial Services by offering transparent advice in a friendly manner.