We are Based in Carmarthen
Key benefits of being a True Potential Wealth Management client:
Wide range of investment options available to meet your needs.
To help you achieve your financial goals, we can invest your capital within innovative risk-based strategies from several leading investment managers or choose to construct a bespoke plan using the more than 5,000 mutual funds, 1,000 Exchange Traded Funds, or 5,000 equities available to us.
We also have access to a range of exclusive tax-wrappers to ensure that your investments are as tax efficient as possible.
We make it easy for you to control your finances.
True Potential Wealth Management is a key partner of the True Potential Wealth Platform.
The Wealth Platform is a tool that allows you to have a holistic view of your investments. You will be able to view all your financial legacy and portfolio information in one location. This not only helps to improve efficiencies and supports cost savings for you, it also puts you in control of your finances through detailed performance reporting and 24/7 access from your PC, laptop or mobile device (apps currently available for iPhone, Blackberry, iPad and Android).
You also have the ability to communicate directly and securely with your adviser through the platform.
Barrie Kent and Philip L Jones are registered individual of True Potential Wealth Management which is authorised and regulated by the Financial Conduct Authority. FSR number 529810.
Reliable wealth management advice and the right investment strategy are crucial to securing your financial wellbeing. If you are looking to invest for income or growth, I can provide quality advice, comprehensive solutions and ongoing service.
True Potential Investments’ carefully constructed range of risk-rated funds, including the exclusive True Potential Wealth Strategy Funds, enable you to spread your investments across a wide range of asset types and fund manager styles to create a personal, diversified portfolio solution.
As a client, you will also have 24/7 access to your investments on your personal client site and the ability to top up on-the-go with True Potential’s world-first impulseSave® technology.
Regardless of where you are in life, it is important to receive expert and professional advice on your retirement plans and requirements.
Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and access to world-class investment funds. Plus, I can ensure that you are taking full advantage of new pension freedoms.
In addition, our unique True Potential One® life planning tool helps you manage both the accumulation and drawdown phases of your retirement.
Your home may be repossessed if you do not keep up repayments on your mortgage.
True Potential Wealth Management is a restricted advice firm based in Newcastle Upon Tyne, working with close to 20% of the UK financial adviser market. A part of the award winning True Potential Group, our aim is to revolutionise the way wealth management is delivered. Our focus is to empower financial advisers and their clients to take control of their futures by using technology to deliver financial services. The group are 2017 European Business of the Year winners and as a firm we were awarded Best Platform for Innovation at the Platform Awards this year. We were also highly commended for Best Adviser Platform under £10 billion. We put our clients at the forefront of everything we do, working to achieve a better financial future for the UK public. True Potential Wealth Management LLP 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.
23 Spilman Street,, Carmarthen,, Carmarthenshire,, SA31 1LQ
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