Chris Philcox - True Potential Wealth Management
Initial consultation free
Independent
Independent, FCA-regulated financial planning specialising in pre and post-retirement advice, investment growth, protection, and estate planning. We deliver financial planning that is clear to understand, clear in cost and clearly independent.
We can advise you on
Clients
helped
helped
332
Minimum
pension value
pension value
£250k+
Minimum
wealth
wealth
£250k+
Minimum
mortgage value
mortgage value
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Chris Philcox DipFA
Independent Financial Adviser
What our clients say
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Richard Barnard
"I have known Chris for many years, since he worked as a senior advisor for a large building society. Even back then he stood out from the rest in that work was carried out enthusiastically to make...
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Andy & Ruth Rotherham
We met Chris via the recommendation of a mutual colleague. Chris met us while we were on holiday to ensure the process met our timescale. This meant a long journey for him & an overnight stay. We...
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Eddie & Mary
We have always felt that Chris is very knowledgable about the investment world he works in and much better than our previous advisor. We are very pleased that we met him and that he is now our...
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Mrs A Harmer
"I am very pleased to have Chris (Philcox) as my Financial Advisor - it has been very reassuring for me. He is always very punctual and polite when visiting me for my annual review. If I send an...
Compliance
Advice is provided on an independent, whole-of-market, advised-only basis in line with FCA requirements. Clearly Independent Financial Planning Ltd operates with a strong commitment to transparency, robust governance, and delivering good client outcomes in accordance with the FCA’s Consumer Duty.
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