Heledd Ebsworth

Restricted - Whole of Market  Tynewydd, Carmarthen, Carmarthenshire, SA32 8EX
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FCA authorised
Last authorised 11th October 2021
Through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice.
We can advise you on
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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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Buy my next home
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Buying first home
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Next home / Remortgaging
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Wealth management
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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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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Long term care
Meet our advisers
MRS Heledd Ebsworth
Financial Adviser
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.

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

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

Tynewydd, Nantycaws, Carmarthen, Carmarthenshire, SA32 8EX

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