This site uses cookies. We have recently updated our Privacy Policy - read more here.

×
  1. Home
  2. breadcrumbs-arrow
  3. Find an adviser
  4. breadcrumbs-arrow
  5. North East
  6. breadcrumbs-arrow
  7. Tyne And Wear
  8. breadcrumbs-arrow
  9. Newcastle Upon Tyne
  10. breadcrumbs-arrow
  11. Brian Cowie (True Potential Wealth Management LLP)

Brian Cowie (True Potential Wealth Management LLP)

Financial Adviser (Restricted Whole of Market) 1 Fairville Close, CRAMLINGTON, NE23 3GJ
FCA verified
15th October 2018
Brian specialises in all areas of financial needs, with a greater emphasis now on retirement planning.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623
Meet our advisers
adviser-person
Brian Cowie
Wealth Management Partner
Where to find us

1 Fairville Close, CRAMLINGTON, NE23 3GJ

About us

Brian has over 27 years experience as a financial adviser in the Northumberland and surrounding areas, having worked very closely with many local firms including some of the larger Pharmaceutical companies for many years. He is now a Partner with True Potential Wealth Management where he continues to provide ongoing financial advice with a greater emphasis now, more than ever being placed on retirement and pension advice, especially since the introduction of Pension Freedom in April 2015.

True Potential offer a unique approach to financial advisory services for clients throughout the UK, we use the latest technology to provide straightforward and transparent financial advice in a simple and convenient way, along with giving you 24/7 online access to your complete financial affairs.

We are an award-winning group of companies, working with close to 20% of UK financial advisers and through our focus on technology, we provide simple, effective and unique financial solutions built for the future and that of our clients.

Our services

As one of the UK’s most innovative financial services organisations, we believe that what we are doing has great value and will help revolutionise the way wealth management is delivered to customers for years to come.

We develop individual financial plans based on your needs now and in he future, with the professional standards you would expect from an award winning firm. We will work closely with you in an efficient manner to achieve your financial goals.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Compliance

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

Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623
Looking for advice? We're here to help you Call the Unbiased team 0800 023 6623

Similar advisers near you

Tait Walker Wealth Management
Independent Financial Adviser 0.24 mi
We deliver independent financial planning tailored to you, ensuring you are able to achieve and maintain financial freedom.
 
See profile
Lowes Financial Management Limited
Independent Financial Adviser 2.07 mi
Multiple award winning Chartered Financial Planners recommended by over 97% of clients, established in 1971. Need advice? Look no further
 
See profile
Robson Laidler Wealth
Independent Financial Adviser 2.13 mi
We provide comprehensive financial planning to business owners, professionals and retired individuals with capital.
 
See profile
True Potential Wealth Management LLP
Financial Adviser (Restricted Whole of Market) 2.78 mi
Pension Transfer Specialist
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.