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

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

Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Pensions & retirement
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
Mortgages
- First time buyers
- Remortgage
- Residential
Tax & trust planning
- Estate planning
Long term care
- Long term care
Financial planning
- Wealth management
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning

Meet our advisers

Heledd Ebsworth

Financial Adviser

Qualifications & Accreditations Hide qualifications

CeFa - Certificate for Financial Advisers

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

Diploma In Financial Planning (CII)

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

CeMAP - Certificate in Mortgage Advice and Practice (LIBF)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

Accreditations

Where to find us

Tynewydd, Nantycaws, Carmarthen, Carmarthenshire, SA32 8EX

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.

Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

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)

We can advise you on

Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Unit trusts
Pensions & retirement
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
Mortgages
- First time buyers
- Remortgage
- Residential
Tax & trust planning
- Estate planning
Long term care
- Long term care
Financial planning
- Wealth management
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Compliance

Contact options

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