We have been rated as one of the Top 200 IFAs in the UK, by the national website, Vouched For, for the last 7 years, based on the level of customer satisfaction scores given by our clients. We’ve been given over 150 5 star reviews by our clients who value us for our straight forward no nonsense advice.
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Can help with
Pensions & retirement
Wayne Graham-True Potential Wealth Management LLP
Worsthorne and hurstwood
Experienced in Pension advice covering Occupational Pensions, Personal Pensions, Drawdown and Annuities for all your retirement needs and goals
An independent financial adviser (IFA) can help you with many of
life’s big financial decisions, such as:
Accessing your pensions
Choosing how to take your pension income
Investing for the medium or long term
Protecting your family finances
Finding life insurance, critical illness cover and income
Starting a business
Setting up and managing a personal pension
Funding long-term care for yourself or a loved one
Leaving an inheritance while minimising tax
Your IFA will assess your whole financial situation and give you
unbiased advice on the options available to you. They will also
source financial products for you, independently of product
providers, so you can choose the most suitable ones from the whole
of the market. Finally, they will handle all the necessary
administration, to save you time and hassle.
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