Liz Kingston is a registered individual of True Potential Wealth Management which is authorised and regulated by the Financial Conduct Authority. FNR number 529810.
Restricted Advice - We will only advise and make a recommendation to you after we have assessed your needs. We offer full advice on limited types of Products. Primarily, we will advice you on Strategy Funds and the tax wrappers held on the True Potential Investments Wealth Platform; in circumstances where this is not suitable to meet your needs, we will broaden our research to other companies with products not available on the True Potential Wealth Platform, which we use when it is suitable. You may ask us for a list of those companies.
Investments can fluctuate in value and investors may not get back the amount they invest. Tax treatment is dependent upon individual circumstances and may be subject to change in the future.
Non-investment protection contracts
We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers.
We will advise and make a recommendation for you after we have assessed your needs.
Holyrood House, 11b St Thomas Square, Newport, PO30 1SN
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