Charles Mosley at True Potential Wealth Management

Planning your retirement, and making decisions which will affect the next 20, 30, even 40 years, can be stressful and confusing.

We are here to help.

Working with clients in the Derbyshire area we are retirement planning experts. Our clients are usually: 

Close to retiring
Hoping to retire now 
Already retired

We are specialists in advising people who have complex pensions. 

The introduction of Pension Freedoms means we have a far greater range of choices. 

That brings opportunities and threats. Our job is to help you take advantage of the opportunities, which might mean you are able to retire early, have a more secure retirement or leave a legacy to younger generations, while avoiding the threats.

This is particularly true in respect of complex pensions, where difficult decisions are potentially irreversible. 

Typically, the people we work with have pensions worth at least £500,000. Although, we regularly advise those with pensions worth over £1 million.

We also specialise in tax planning and are very passionate when it comes to discussing your potential IHT planning and reviewing the many options that are associated with this.