FCA verified
18th September 2017

Barrie Kent (Partner) @ True Potential Wealth Management LLP

Financial Adviser (Restricted Whole of Market) 23 Spilman Street,, Carmarthen,, Carmarthenshire,, SA31 1LQ
Our Mission:To revolutionise the way wealth management is delivered to UK customers.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group protection
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Sub prime
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
Barrie Kent MIFS Dip FA,CeMAP
Partner
adviser-person
Philip Jones
Partner
Where to find us
About us

True Potential Wealth Management True Potential Adviser Services True Potential Investments
For private clients throughout the UK who seek to be better informed and empowered to reach their financial goals, we offer a unique approach to wealth management.
Unlike other financial advisory firms, we take technology further. Through the use of True Potential’s award-winning systems, we can provide our clients with straightforward and transparent advice in a simple and convenient way.
We make no compromise.
We are Beyond Wealth Management.

Our services

At True Potential Wealth Management, we put your financial future in the palm of your hands. Through the use of our award-winning technology, we not only provide straightforward advice and a tailored investment plan, but we also put you in control.
You’ll be able to view all your investments and track how they are performing against your goals 24/7, on your own personal website (available on the web and on a range devices including iPhone, iPad, Android and Blackberry).
We make no compromise.
We are beyond wealth management.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Compliance

Barrie Kent is a registered individual of True Potential Wealth Management which is authorised and regulated by the Financial Conduct Authority. FNR number 529810.

Investment
We offer advice on limited types of Products. Primarily, we will advise you on Strategy Funds and tax wrappers held on the True Potential Investments Wealth Platform. In circumstances where 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.

Investments can fluctuate in value and investors may not get back the amount they invest. Tax treatment is dependent upon individual circumstances and may be subject to change in the future.

Non-investment protection contracts
We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers.

Mortgages
We will advise and make a recommendation for you after we have assessed your needs.
Please remember your home or property may be repossessed if you do not keep up repayments on your mortgage. We give clients the option to pay for mortgage advice by fee rather than commission.

Equity Release refers to lifetime mortgages. To understand the features and risks, ask for a personalised illustration.
The guidance and/or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customer in the UK.

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