Fiona Parkinson - True Potential Wealth Management

Restricted - Whole of Market 125 Barnoldby Road, Waltham, Grimsby, N E Lincs, DN37 0DR
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
9th December 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 & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Buy to let
    • Buying first home
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • OEICs
    • Offshore investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group ISA
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group private medical insurance
    • Group risk
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

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