Adrian Brand at True Potential Wealth Management

Restricted - Whole of Market  215, Lower Hillmorton Road, Rugby, CV21 4AA
First meeting at adviser's own cost
Helping you with your retirement planning and investment goals.
We can advise you on
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Unit trusts
Response rating
10/10
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FCA authorised
Last authorised 16th May 2022
Meet our advisers
Mr Adrian Brand
Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

About us

I have worked in financial services for over 35 years, initially in Barclays Bank followed by self employment as a fully qualified financial adviser and bring a wealth of experience which I can use to assist you with all your financial requirements.

I have volunteered at the local branch of the Citizens Advice Bureau for the past 3 years.

Our services

What does your retirement look like?

Will you have enough income in retirement to enjoy the lifestyle that you would like?

Do you have several pension pots from previous jobs which you don't keep track of?

Have you taken advantage of your annual ISA allowance this year?

Where to find us
Head office address: 215, Lower Hillmorton Road, Rugby, CV21 4AA
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 16th May 2022

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