Clayton Cumming - True Potential Wealth Management
Initial consultation free
Restricted
I am a pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary advice, pre and post retirement planning, investments and inheritance tax planning.
We can advise you on
Clients
helped
211helped
Minimum
pension value
£100k+pension value
Minimum
wealth
£100k+wealth
Minimum
mortgage value
£0+mortgage value
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 Clayton Cumming
Financial Planner & Wealth Partner
What our clients say
a
Aileen
What were the circumstances that caused you to initially look for a financial adviser?
I was left an inheritance following the death of my mother.
How has Clayton Cumming helped you?
Clayton...
j
John
What were the circumstances that caused you to initially look for a financial adviser?
Reasses pensions in place and consolidate multiple pensions
How has Clayton Cumming helped you?
Clayton looked...
d
Doreen
What were the circumstances that caused you to initially look for a financial adviser?
Preparation and planning retirement
How has Clayton Cumming helped you?
We were looking for advice on the...
c
Colin
What were the circumstances that caused you to initially look for a financial adviser?
I claimed my work private pension under transfer drawdown.
How has Clayton Cumming helped you?
The first...
e
Edward
What were the circumstances that caused you to initially look for a financial adviser?
In 2011 l retired from Strathclyde Police. Clayton was working with The Royal Bank of Scotland as a financial...
g
Gilbert
What were the circumstances that caused you to initially look for a financial adviser?
Clayton was always on hand for any questions or queries we had in between annual reviews and visits. Never at...
Compliance
Clayton Cumming 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. 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. Investments - 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.
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