Heledd Ebsworth

Financial Adviser (Restricted Whole of Market) Tynewydd, Nantycaws, Carmarthen, Carmarthenshire, SA32 8EX
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th October 2018
Through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice.
We can advise you on
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • First time buyers
    • Remortgage
    • Residential
    • Estate planning
    • Long term care
    • Wealth management
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
Meet our advisers
Heledd Ebsworth
Financial Adviser
Accreditations
Certified Financial Planner
Where to find us

Tynewydd, Nantycaws, Carmarthen, Carmarthenshire, SA32 8EX

Contact us
About us

As a Partner and Diploma Qualified Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.

For me, planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well being from investments and insurance to tax and estate planning while offering exclusive opportunities.

Our services

For more than 18 years, I’ve been helping individuals and families reach their financial goals. I spent 18 years working for HSBC Bank as a Financial Adviser. I took the decision to work for myself after many years in high street banking and feel that I can offer a bespoke service to my clients in the medium of English or Welsh language.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

I offer up to one hour’s complimentary consultation to identify your personal needs and objectives, establish what benefits would result from using our services, outline out associated costs and give you the opportunity to appoint us.

True Potential Wealth Management LLP is authorised and regulated by the Financial Conduct Authority (FRN 529810)

Similar advisers near you

Financial Adviser (Restricted Whole of Market) 2.8 mi
If you want honest, cost effective, great advice for your pension, investment, mortgage, protection needs, give me a call.
 
Independent Financial Adviser 2.81 mi
For over 25 years we’ve developed longstanding relationships with clients imparting knowledge and professionalism to every aspect of personal finance.
 
Independent Financial Adviser 3.18 mi
30 years qualified IFA; excellent long serving support staff; well established business built up by recommendations and word of mouth.
 
Independent Financial Adviser 3.7 mi
A friendly local team that's able to meet the expectations of today's financial planning needs, covering mortgages, investments and helping