Brian Cowie (True Potential Wealth Management LLP)

Financial Adviser (Restricted Whole of Market) 1 Fairville Close, CRAMLINGTON, NE23 3GJ
FCA verified
10th December 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
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.

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