Alex Hawker at True Potential - Financial Adviser in Laugharne township

Alex Hawker at True Potential

Initial consultation free

Restricted

I am a specialist in investment strategy, tax efficiency & pension & retirement planning, including Defined Benefit/Final Salary transfers, consolidation of pension pots, drawdown & tax-free cash release. Please get in touch & I will be delighted to help.

We can advise you on

Clients
helped

Minimum
pension value

£100k+

Minimum
wealth

£100k+

Minimum
mortgage value

£0+

This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.

Meet our advisers

Mr Alex Hawker DipFA

Financial Planner & Pension Specialist

What our clients say

John Watkins

What could they have done better? Not sure with the current climate anything could be done better. What were the circumstances that caused you to initially look for an adviser? I was looking to withdraw my company pension and put it somewhere better. I was directed to contact Alex's father by a friend at work. How has Alex Hawker helped you? Alex has took over from his father and after he took over together we planned my early retirement. The advice he has given has been excellent, explaining risks and good points. He is always contactable and makes time I feel for his clients. Have you seen the outcome you were hoping for? We are both monitoring my pension and I am more than happy with the outcome.

Debbie Kearle

What could they have done better? Nothing I as Alex covered all eventuality What were the circumstances that caused you to initially look for an adviser? Pension fund transfer How has Alex Hawker helped you? Alex is very thorough explaining clearly all options available to me. I have recently retired and helped with my pension drawdown in the most tax efficient way possible. Have you seen the outcome you were hoping for? Yes

Alison Watkins

What could they have done better? Alex has always kept me informed, no improvement needed. What were the circumstances that caused you to initially look for an adviser? My husband was already being advised by Alex, when I was ready to sort out my pensions, I asked Alex for advice. How has Alex Hawker helped you? Helped with forward planning for my retirement. Have you seen the outcome you were hoping for? Hopefully what has been predicted on paper, will be forthcoming at retirement date.

Teressa Passaro

What could they have done better? Everything was spot on What were the circumstances that caused you to initially look for an adviser? I transferred a pension which was looked after by Alex invested with Prudential. I approached retirement age and needed to know how best to draw down funds How has Alex Hawker helped you? Alex guided me, discussing options and coming to a scenario that was right for me Have you seen the outcome you were hoping for? Yes. The process has gone well

Compliance

Alex Hawker is a Restricted Financial Adviser within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX.
 
True Potential Wealth Management is a Limited Liability Partnership. OC356611.
 
Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. 

Past performance is not a guide to future performance.

Tax rules can change at any time.
 
Investments - We offer advice on limited types of Products. Primarily, we will advise you on Strategy Funds and the tax wrappers held on the True Potential Investments Wealth Platform. If the Platform does not have a product to meet your needs, we will broaden our research to other companies with products not available on the True Potential Wealth Platform. You may ask us for a list of those companies.

Legal information

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This service is provided by Unbiased Group Services Ltd which is an appointed representative of Prosper Capital LLP (FRN53007) which is authorised and regulated by the Financial Conduct Authority.