Lewis Tomlins - True Potential Wealth Management Limited

Independent Financial Adviser  Brunel House, Cardiff, CF24 0EB
First meeting at adviser's own cost
I am passionate about people and love nothing more than having an opportunity to forge new relationships and in the process becoming a part of their journey to achieve their financial goals.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Response rating
7.0/10
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FCA authorised
Last authorised 29th March 2021
Meet our advisers
Mr Lewis Tomlins

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

About us

Financial planning can be somewhat daunting and a bit of a minefield.

Taxation, charges, investment decisions, choice of funds, choice of tax wrapper and understanding what level of risk to take, can be difficult decisions to make.

Knowing you have someone to help and guide you through this and put sound, financial plans in place, will give you peace of mind and put you in control of your finances.

True Potential manages around £10 billion of clients money on their award winning platform. Investment capability and technology is at the forefront of their expertise, allowing you to plan for your goals and keeping you on track every step of the way of your financial journey.

Our investment portfolios, which are tailored towards all areas of risk profile, use some of the largest and most respected investment houses in the UK. They are experts in managing clients money and have the systems and resources in place to do this effectively, which is reflected in their excellent performance track record.

I work with clients across the whole country so your location will never be a barrier to business.

Our services

>Award winning platform.
>Excellent investment expertise with proven track record.
>I will help you achieve your goals and aspirations.
>I will use jargon-free language and make complex areas of planning
simple and easy to understand.
>I will be here to assist and guide you at every milestone of your financial
journey or just when you need me to be there for reassurance.

Where to find us
Head office address: Brunel House, Cardiff, CF24 0EB
Service coverage
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Lewis Tomlins 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.

We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers.

Response rating
7.0/10
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FCA authorised
Last authorised 29th March 2021

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