Elaine Henshaw @ True Potential Wealth Management LLP

Restricted - Whole of Market  10 Bitterley Close, Ludlow, Shropshire, SY8 1XP
First meeting at adviser's own cost
I offer a professional, whole of market financial plan that’s truly unique to you, with excellent ongoing service
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Critical illness
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Income protection insurance
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Life insurance
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Small business
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Estate planning
Response rating
10/10
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FCA authorised
Last authorised 28th September 2020
Meet our advisers
Elaine Henshaw FPFS
Chartered Financial Planner

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of financial protection plans.

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

This qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment

This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

This exam accesses understanding of the financial services industry including regulation and legislation.

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

Accreditations
Chartered Financial Planner
Tom Henshaw DipPFS
Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

What our clients say
As far as I am concerned, Elaine has been, and is, my fairy godmother. I'm useless when it comes to thinking about money and reading all the bumpf. Since Elaine's been in my life she makes me see the light and as long as I do what she says, I have become much better off. For example, I don't really understand alot about banking but under her instructions I have moved money about and seen it grow. She has a great skill of making it easy to understand and to fulfill my needs. I can't recommend her highly enough. Make the most of her.
WW, Herefordshire
Elaine is very professional in her approach and one of her greatest qualities is her ability to communicate with her clients. She takes the time to get to know her clients and their needs; and researches every possible option for you - nothing seems to be too much trouble. Her advice is sound and robust and is backed up with evidence to help you make an informed decision that best suit your needs at that time. We like her very personal approach to our circumstances where we feel valued as clients and more importantly that she understands the financial plan that we're working towards. We hope this will be the beginning of a long lasting relationship based on trust and honesty.
Susan, Company Director, Wiltshire
Elaine quickly understood my situation and was able to explain what I needed and get quotes etc... very quickly. I never felt rushed or pushed into anything and she explained all the 'jargon' very simply. She was always extremely professional, but was also very easy to talk to and made me feel at ease - it was the first time I had used a financial advisor. I feel very happy with the service she provided and would definitely recommend her to others.
Rebecca, Teacher, Herefordshire
About us

I am a Chartered Financial Planner and Fellow of the Personal Finance Society, holding the Advanced Diploma in Financial Planning. I am based in Ludlow with over 25 years spent helping clients plan their financial affairs.

Our services

I provide a jargon-free financial planning service, and my focus is on building long term relationships with clients.

Where to find us
Head office address: 10 Bitterley Close, Ludlow, Shropshire, SY8 1XP
Preferred clients
Minimum wealth (income/assets)
£500,000
Minimum pension value
£500,000
Minimum mortgage value
£0
Advice methods
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 28th September 2020

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