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
rb
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 the most of available resources, and give what turned out to be very good advise. He is currently looking after our interests with True Potential, my wife has now also joined his client base. Everything has been explained and talked about in great detail so that the best options for us could be chosen. We both find his approachable and professional manner a breath of fresh air compared to some we experienced in the past and are very pleased with the services offered, and the performance achieved. Very highly recommended."
ar
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 were already impressed when we met him. We found Chris to be friendly, knowledgeable and professional in all our dealings. He was honest & truthful about timescales and ensured all were met. We would recommend him unconditionally
em
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 advisor. Chris is a very professional and friendly person and very willing to go the extra mile, nothing is too much trouble. He is always available to answer any queries and this is done very promptly. We have and wouldn’t hesitate to recommend him to friends and family.
ma
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 email asking any type of question he is always very prompt with his response and always gives me a respectful and easily understood reply. He explains things in a way that is not complicated and he is also very patient when I ask him to repeat things."
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.
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 directory is subject to unbiased.co.uk website terms and conditions and privacy policy.