Bob Hulstrom True Potential Wealth Management

Independent Financial Adviser True Potential LLP, 3 Royal Oak Passage, Cambridgeshire, Huntingdon, PE29 3EA

First meeting at adviser's own cost

Response rating

7.0/10

20th August 2018

Our clients number almost 2,000 with assets under management almost £10,000,000. ALL clients are treated the same.

We can advise you on

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

Meet our advisers

Robert Hulstrom

Ifa

Qualifications & Accreditations Hide qualifications

CF2 - Investment and Risk (CII)

This examination assesses a knowledge and understanding of investment products and the risks involved.

MAQ - Mortgage Advice Qualification (CII)

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

Dip PFS - Personal Finance Society Diploma (PFS)

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

ER1 - Equity Release (CII)

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

CF7 - Certificate in Lifetime Mortgages Activities (CII)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

CF6 - Certificate in Mortgage Advice (CII)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

CF8 - Certificate in Long-Term Care Insurance (CII)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

CF4 - Retirement Planning (CII)

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

CF3 - Financial Protection (CII)

This examination assesses a knowledge and understanding of financial protection plans.

Where to find us

About us

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.

Our services

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.

We can advise you on

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

Advice methods

Telephone
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£20,000

Minimum pension value

£0

Minimum mortgage value

£0

Website

Contact options

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