Bob Hulstrom True Potential Wealth Management
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Mortgages
- Bad credit
- Buy to let
- Equity release
- First time buyers
- Flexible
- Home reversion
- Remortgage
- Residential
- Right to buy
- Self employed
-
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Socially responsible investments
- Unit trusts
-
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Income protection insurance
- Life insurance
-
Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group protection
- Group risk
-
Financial planning
- Wealth management
-
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
-
Savings
- Lump sum
- Regular savings
- Savings for children
- School fees planning
-
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
-
Long term care
- Long term care
True Potential LLP, 3 Royal Oak Passage, Cambridgeshire, Huntingdon, PE29 3EA
I have been an IFA for 17 years. Prior to this I was an employee of Royal Life and Royal Sun Alliance still advising clients; a total of 30 years. We have both a male and a female advisors, both aged 50 plus.
Our client base is predominantly aged 55 plus.
The majority of work undertaken is Pension Drawdown and Consolidation; Investing for Income, Equity Release and Long Term Care advice/avoidance.
We have specialist qualifications for dealing in Long Term Care, (Nursing Home Bonds); Equity Release; Home Reversion Schemes; Impaired and Enhanced Annuities (pensions for clients who have medical problems) and Mortgages.
We Offer an asset tracking and advice service.
Auto Enrolment and Protection work undertaken for Corporate clients.
Almost all clients come to the office between 9-6.
Saturday appointments available by arrangement, First initial meeting free then fees based advice on going.
We find we have an empathy with the older client and fully understand their needs and worries. We are experts in Equity Release and Long Term Care. We are a small enough company to care and put the client first. We are fully independent and the fund ranges we use reflect this. We always respond to emails and calls within a couple of hours at most. We do NOT charge for ad hoc advice once you are a client. We send out six monthly reports to all clients and make sure that the clients understand the content.
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