Adam McCarthy at True Potential Wealth Management
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
Having achieved the IFS Level 6 Diploma in Financial Advice, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.
This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
Having achieved the IFS Level 6 Diploma in Financial Advice, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.
This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.
Financial planning can be daunting and a bit of a minefield. Taxation, charges, investment decisions, choice of funds, choice of tax wrapper and understanding what level of risk to take, can be difficult decisions to make. Knowing you have someone to help and guide you through this and put sound, financial plans in place, will give you peace of mind and put you in control of your finances.
I have been with True Potential, a national leading advisory firm for over 3 years. True Potential manages around £10 billion of clients money on their award winning platform. Investment capability and technology is at the forefront of their expertise, allowing you to plan for your goals and ensuring you keep on track every step of the way through your financial journey.
Our investment portfolios, which are tailored towards all areas of risk profile, use some of the largest and most respected investment houses in the UK. They are experts in managing clients money and have the systems and resources in place to do this effectively, which is reflected in their excellent performance track record.
I work with clients across the whole country so your location will never be a barrier to business.
If you are looking for help and guidance around retirement planning, the possibility of whether transferring your pension is right for you or drawing down your pension and taking benefits, then I would be delighted to assist. I am also perfectly placed to help you with Defined Benefit advice, as True Potential are one of the largest financial firms, within this complex and specialist market. Alternatively, you may be looking to invest and supplement your income or to grow your assets and receive a far more attractive return than inflation and bank rates. Whatever, your circumstances, you will feel in control of your finances and together, we can make your dreams become a reality.
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FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
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Telephone
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Online (Live chat, video, email)
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Face to face
True Potential LLP is registered in England and Wales as a Limited Liability Partnership No. OC380771.
Registered head office : Gateway West, Newburn Riverside, Newburn, Newcastle Upon Tyne, NE15 8NX
We use meeting facilities around the UK, however the above address is our only registered office.
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