Fiona Parkinson - True Potential Wealth Management

Financial Adviser (Restricted Whole of Market) 125 Barnoldby Road, Waltham, Grimsby, N E Lincs, DN37 0DR
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
22nd July 2019
We provide straightforward and transparent advice in a simple and convenient way, helping our clients to achieve their financial goals
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buy to let
    • Buying first home
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • ISAs
    • Investing for income
    • OEICs
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
Meet our advisers
adviser-person
Fiona Parkinson Dip PFS & CeMAP
Wealth Management Partner
Where to find us

125 Barnoldby Road, Waltham, Grimsby, N E Lincs, DN37 0DR

Make an enquiry
About us

I am currently a partner with True Potential Wealth Management and have been for the last 3 years. I have been working in Financial Services for over 20 years.

Fiona Parkinson is a registered individual of True Potential Wealth Management which is authorised and regulated by the Financial Conduct Authority. FNR number 529810.

Investments
We offer advice on limited types of Products. Primarily, we will advise you on Strategy Funds and tax wrappers held on the True Potential Investments Wealth Platform. In circumstances where 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.

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)

Our services

We take the time to fully understand our client's situation at our first meeting. From there we will discuss our client's aspirations and needs. What we learn from them forms the foundation for our future analysis and recommendations. We use the latest technology to ensure that our clients become better informed, confident and empowered to reach their financial goals. We provide quality bespoke advice across all areas of the financial spectrum including retirement and investment planning, mortgage and insurance needs and tax planning including inheritance tax advice.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Mortgages
We will advise and make a recommendation for you after we have assessed your needs.
Please remember your home or property may be repossessed if you do not keep up repayments on your mortgage. We give clients the option to pay for mortgage advice by fee rather than commission.
Equity Release refers to lifetime mortgages. To understand the features and risks, ask for a personalised illustration.
The guidance and/or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customer in the UK.

Similar advisers near you

Independent Financial Adviser 3.73 mi
The largest and leading provider of Independent Financial Advice in the Humber & Lincolnshire region offering friendly, expert advice
 
Independent Financial Adviser 3.75 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.
 
Independent Financial Adviser 8.39 mi
Based at 29 Market Place, Caistor we are specialists in Wealth Management, Pensions, Retirement Solutions, Investments, Estate Planning & Protection.
 
Independent Financial Adviser 10.94 mi
Chartered Financial Planners offering independent, whole of market sourced solutions and a valued on-going review service.