Brian Cowie (True Potential Wealth Management LLP)

Restricted - Whole of Market  1 Fairville Close, CRAMLINGTON, NE23 3GJ
First meeting at adviser's own cost
I specialises in all areas of financial needs, with a greater emphasis now on retirement planning.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
Response rating
7.0/10
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FCA authorised
Last authorised 1st March 2021
Meet our advisers
MR Brian Cowie
Wealth Management Partner

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

About us

Brian has over 28 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.

Where to find us
Head office address: 1 Fairville Close, CRAMLINGTON, NE23 3GJ
Service coverage
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 1st March 2021

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