Greg Charlton - True Potential Wealth Management

Initial consultation free
Restricted
I have over 15 years experience within the financial services industry, putting my clients ambitions and needs at the core of my advice. If you want clear, concise, straight-forward financial expertise and a guiding hand, please do get in touch.

We can advise you on

126
£100k+
£100k+
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.

Meet our advisers

Mr Greg Charlton Dip FA, CeRER
Financial Planner & Wealth Partner
Ms Lauren Day
Sales & Service Director
Mr Wayne Richards
Commercial Director
Mr Ben Wilson
Senior Paraplanner

What our clients say

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Paul Tripp
What were the circumstances that caused you to look for a financial adviser? Initially wanted to invest some money and then found out Greg's company offered a lot more services that I was also in...
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Lauren Day
What were the circumstances that caused you to look for a financial adviser? To review my finances in full after hitting brick walls with the bank. Greg was recommended to me by a member of my...
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Nigel
What were the circumstances that caused you to look for a financial adviser? Commenced working as an IT Contractor 14 years ago through my own Limited company and needed a financial advisor to guide...
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Wayne
What were the circumstances that caused you to look for a financial adviser? Mortgage rate was expiring Needed advice re my previous employers pension scheme How did Greg Charlton help you? Took...
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Judy Douglas
What were the circumstances that caused you to look for a financial adviser? I have had a Financial Adviser for over 20 years. Greg was recommenced several years ago. He has helped with changing...
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Lindsey Harvey
What were the circumstances that caused you to look for a financial adviser? We were in a bit of a mess with our pension and didn’t know what to do.Greg Charlton was recommended to us. How did Greg...

Compliance

Greg Charlton 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

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