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.
What our clients say
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 need off. He also came highly recommended.
How did Greg Charlton help you?
Pesion, investments and remortgage.
Have you seen the outcome you were hoping for?
Yes already in 1 year.
What could they have done better?
Not sure he could to be honest.
Paul Tripp, Verified VouchedFor Review
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 time to understand my current financial situation and provided options that i could understand
Have you seen the outcome you were hoping for?
yes 100%
What could they have done better?
Nothing i can think of
Wayne, Verified VouchedFor Review
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 family.
How did Greg Charlton help you?
Greg helped me get on the property ladder and arranged a suitable protection policy. In more recent years Greg has assisted me in savings, my pension and will writing.
Have you seen the outcome you were hoping for?
100% satisfied- would not use anyone else. The returns on my savings despite current climate are impressive alongside affordable policies and a very low mortgage rate. The savings are easy to track via the online platform and my regular reviews. If I ever have any questions they are quickly answered over the phone or Pre covid Greg would pop out and see me.
What could they have done better?
NA I cannot fault Greg... I trust him implicitly to find me the best products possible. He’s contactable, personable, highly knowledgeable & passionate.
Lauren Day, Verified VouchedFor Review
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 mortgages and other financial advice.
How did Greg Charlton help you?
Greg did all the ground work, investigating the options that would suit my financial circumstances.
Have you seen the outcome you were hoping for?
Yes, Greg has been extremely professional with all financial interactions.
Judy Douglas, Verified VouchedFor Review
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 and support me through maximising both company and personal income and investments
How did Greg Charlton help you?
Very quick to understand my needs and provide options, which we then followed through with pension consolidation and ongoing contributions from my Limited company. Other support provided with mortgage, insurance and investment.
Have you seen the outcome you were hoping for?
Very much so, particularly with pension planning and performance.
What could they have done better?
Just keep doing what you are doing with the service you provide ... it works.
Nigel, Verified VouchedFor Review
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 Charlton help you?
He talked about our options and talked us though things and we felted comfortable with what he advised us so we signed up
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
He could not have done anything better he was amazing
Lindsey Harvey, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser?
Retirement planning and Tax/Income Efficiency etc...
How did Greg Charlton help you?
Responded quickly, provided appropriate and knowledgeable advice before delivering packages for myself and my wife.
Have you seen the outcome you were hoping for?
Yes, absolutely.
What could they have done better?
N/A
James Grimsted, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser?
I needed advice (including the pros and cons) relative to transfer out of three final salary pensions.
How did Greg Charlton help you?
Greg visited my home (circa six months prior to covid hitting the UK) and reviewed my financial circumstances. Greg arranged a detailed assessment of the implications, benefits and potential risks of transferring out of my final salary pension arrangements.
Have you seen the outcome you were hoping for?
I decided to transfer out all three final salary pensions. As of 2 January 2021, I am very pleased with the performance of my pension account, especially in view of the very volatile markets we have seen since March 2020 when the covid 19 pandemic hit.
What could they have done better?
No comment to make here - I am happy with the service Greg has provided.
Elizabeth Downe, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser?
Wanted to group existing policy’s and investments . Easy access and policy information .
How did Greg Charlton help you?
Appraisal of existing policy’s in plain English ! Investment planning/ pension advise / joint funeral planning . Peace of mind and control of investments .
Have you seen the outcome you were hoping for?
100% Yes
What could they have done better?
Greg did provide great professional advise in plain English for us to understand, I honestly don’t know what more he could have done for us .
Alan Bigwood, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser?
Aswell as advice on general finances, pensions, mortgages etc I also had equity in my house and wanted to explore how best to use this.
How did Greg Charlton help you?
Streamlined various pension pots, offered mortgage quotes, presented options for additional property purchase and generally gave me grounded and thorough advice.
Have you seen the outcome you were hoping for?
Definitely! Feels like my finances are much more joined up and I'm able to make informed, long-term decisions.
Kate, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser?
We required advice about and ongoing support for a variety of financial products and services.
How did Greg Charlton help you?
Greg was not only helpful and informative and but also transparent and realistic from the outset. His ongoing support, furthermore, was professional, friendly and efficient.
Have you seen the outcome you were hoping for?
We are very, very happy with the outcome which has far exceeded our expectations of what was possible. Greg Charlton came highly recommended to us, and we in turn have no hesitation in extending that recommendation to others.
What could they have done better?
Nothing to suggest.
John, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser?
I needed urgent and complex mortgage and financial advice on multiple subjects (not just straight forward mortgage).
How did Greg Charlton help you?
Greg showed an outstanding depth of knowledge and commitment to helping me with an urgent and complicated situation. He went far above and beyond what one might expect to deal with my situation urgently. By doing this Greg and his team saved me a lot of money. I couldn’t be happier with the service and I recommend them highly.
Have you seen the outcome you were hoping for?
Yes. 100% satisfaction.
What could they have done better?
Honestly there is nothing that could have been done better the service was out of this world. Great knowledge. Outstanding service.
Douglas Morison, Verified VouchedFor Review
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.
Where to find us
Head office address: 6 ASHCOMBE ROAD, WESTON-SUPER-MARE, North Somerset, BS23 3DY
Service coverage
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.
