Adam McCarthy & Sione Mitchell at True Potential Wealth Management
Adam McCarthy & Sione Mitchell at True Potential Wealth Management
Restricted - Whole of Market
Ground Floor, Building 1000, Portsmouth, PO6 3EZ
First meeting at adviser's own cost
We put our clients interests and financial goals at the heart of our business, priding ourselves on giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers.
CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
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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.
DipFA - Diploma for Financial Advisers (LIBF)
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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
CMLIBF - Chartered Member of the London Institute of Banking & Finance
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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.
CeFa - Certificate for Financial Advisers
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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.
AwPETR - Award in Pension Transfers
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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.
Mr Thomas Jackson
Administrator
Miss Sione Mitchell
Financial Planner & Wealth Partner
What our clients say
What were the circumstances that caused you to look for a financial adviser? Securing the best outcome for my retirement How did Adam McCarthy help you? With care and considered advice based on his experience. Have you seen the outcome you were hoping for? I feel much more confident that I will be financially secure thanks to Adam’s help. What could they have done better? I’ve always been quite anxious about my retirement funds, and I really can’t fault Adam in any way. He’s always found time to talk through and reassure me regarding any concerns and anxieties I have had.
Rhian Clarke, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? Required expert advice in a specialist field. How did Adam McCarthy help you? Adam was very professional and speedily accomplished the outcome I was hoping for. Have you seen the outcome you were hoping for? Yes
Peter Grace, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? I was looking for advice on a number of old pension schemes. How did Adam McCarthy help you? Adam reviewed all my pension documentation and discussed my financial situation and plans for the future. He then provided advice on my options. He has extensive knowledge of various aspects of the financial markets. Have you seen the outcome you were hoping for? For me it is very early days, however, the early signs are very encouraging. What could they have done better? I couldn't ask for anymore.
Shaun Cox, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? I wanted too retire at 55 with a better monthly income How did Adam McCarthy help you? He advised me and did the transfer very quickly Have you seen the outcome you were hoping for? Yes I have What could they have done better? Nothing all was 100 per cent
Gareth Jones, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? My wife and I decided to move back to the UK after living in Cyprus for 10 years. Due to our advanced ages we presumed we would not be able to get a mortgage. How did Adam McCarthy help you? Adam reviewed our finances and suggested that we would be able to get a short term mortgage. Within 2 hours he told us that he had 4 lenders waiting to help us. Have you seen the outcome you were hoping for? Yes we have now been living in our new home for almost 4 years and in 8 years time we will have paid the mortgage off. What could they have done better? Not being a financial wizard i cannot think of anything that would have allowed Adam to have improved his service.
David McCarthy, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? Retirement plans How did Adam McCarthy help you? He gave myself and my wife assurances that his investments would enable me to retire when I wanted to Have you seen the outcome you were hoping for? Yes What could they have done better? Nothing , when asked to keep it simple with the explanations he did just that
Neil Pitcher, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? had a lump sum that i wanted to invest to safeguard for my daughter’s future. also investment advice for money my daughter held in trust from an accident How did Adam McCarthy help you? talked through the various options and risk factors for my money and sorted the best way for my daughter’s trust money Have you seen the outcome you were hoping for? unfortunately not due to the dip in market from covid my investment dropped. however. they have not gone below the initial investment. What could they have done better? i am happy with the service i receive. he is always available to talk through any concerns and answer any question
Pamela Cox, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? Got fed up of not being able to speak to someone in person at the bank it was all phone calls and making appointments which were always weeks away, wanted someone to talk to and have advice from in person, on the telephone and via e mail. How did Adam McCarthy help you? Adam sorted out our mortgage, and pensions which were in different places, saved us money on our life insurances told us what we needed to be paying out for in life cover etc and what we didn’t we were paying so much out on advice from the bank, what we saved we were able to take out a personal pension Have you seen the outcome you were hoping for? Yes we have seen the outcome we were hoping for could be better but given the current climate we are in a better position than we were What could they have done better? Adam came to us recommend by a friend we couldn’t have found a nicer or more knowledgeable financial adviser.
Ceri Turner, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser?
I required independant advice and a family member suggested Adam to me
How did Adam McCarthy help you?
Yes he did with expert advice
Have you seen the outcome you were hoping for?
it is still ongoing
What could they have done better?
In my case Adam gave the expert advice so happy with my advisor
Steven Amos, Verified VouchedFor Review
I have only been dealing with Adam for a few months, but in that time I have found him to be very approachable and knowledgeable with regards to arranging a pension for me. It's a big step to trust a stranger with your life savings, but Adam has been entirely trustworthy and dependable. He explained everything in great detail and was not at all pushy - in fact, he told me to take my time to think about my next steps. He understood all of my concerns and took the time to talk through all of my options. I am very grateful to him, and should also mention that my investment has grown faster than I could have hoped for. I am so pleased that I found him and hope that he will represent me for many years to come.
Terri Jennings, Portsmouth
About us
Financial planning can be somewhat daunting. 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.
We have been with True Potential, a national leading advisory firm for over 3 years. We manage around £10 billion of client's money on our award winning platform.
Investment capability and technology is at the forefront of our expertise, allowing you to plan for your goals and keeping you on track every step of the way of your financial journey.
Our investment portfolios, which are tailored towards all areas of risk, use some of the largest and most respected global investment houses. We are experts in managing clients money and have the systems and resources in place to do this effectively, which is reflected in our excellent performance track record.
We work with clients across the whole country so your location will never be a barrier to business.
Our services
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 we would be delighted to assist.
We are also perfectly placed to help you with Defined Benefit advice, as True Potential are one of the largest financial firms, with expertise 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 bank rates.
Whatever, your circumstances, you will feel in control of your finances and together, we can make your dreams become a reality.
Where to find us
Head office address: Ground Floor, Building 1000, Lakeside North Harbour, Western Road, Portsmouth, PO6 3EZ
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
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