Greg Charlton - True Potential Wealth Management

Restricted - Whole of Market  6 ASHCOMBE ROAD, AVON, BS23 3DY
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FCA authorised
Last authorised 15th August 2022
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
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Annuity purchase
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Auto enrolment
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Defined benefit
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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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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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
About us

I specialise in pre & post retirement planning, including Defined Benefit Transfer advice, estate planning and have a wealth of investment expertise, ensuring all your financial needs are covered. My goal is to ensure that your financial aspirations become a reality and your assets are protected for you and your loved ones.

I am extremely conscientious, reliable and have a very strong work ethic, ensuring you will be looked after at every milestone of your financial journey. I love helping people with perceived and unperceived needs and this is what is so rewarding about my job.

I have been with the national company, True Potential Wealth Management for the last 7 years. Their investment capability is first-class with an excellent track record, using only the best investment houses in the UK, so you know you and your finances will be in safe and trusted hands.

They have an award-winning platform which enables your pensions and investments to be held all in one place and can be accessed at the touch of a button, through the excellent technology they use.

True Potential offer a transparent, straight-forward charging structure so you will always know where you stand.

Our services

- Straight-forward, jargon-free, expert advice.
- Cradle to grave service, putting your needs at the heart of my business.
- Defined Benefit advice specialist.
- Great investment expertise catering for all attitudes to investing.
- Award-winning platform.
- Leading technology to manage your investments.
- Competitive, transparent charging structure.

Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

True Potential LLP is registered in England and Wales as a Limited Liability Partnership No. OC380771.

Registered head office : Gateway West, Newburn Riverside, Newburn, Newcastle Upon Tyne, NE15 8NX

We use meeting facilities around the UK, however the above address is our only registered office.

6 ASHCOMBE ROAD, WESTON-SUPER-MARE, AVON, NR3 1YE

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