Iain Murray, True Potential Wealth Management

Restricted - Whole of Market  Oak Drive, Poole, BH15 1RF
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FCA authorised
Last authorised 7th June 2021
True Potential are Beyond Wealth Management. Contact me to find out why.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Bad credit
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Offshore investments
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Socially responsible 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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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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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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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group private medical insurance
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Long term care
Meet our advisers
MR Iain A Murray DipPFS
Financial Adviser
About us

As a Partner with True Potential Wealth Management, I'm committed to delivering better value and choice for my clients, working with them in a very modern way that is very unique in financial services, but very normal to the way people live in this very modern world. With over 10 years experience in Wealth Management, I have developed many lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that I offer. Investment Restricted Advice - We offer advice on limited types of Products. Primarily, we will advise you on Strategy Funds and tax wrappers held on the True Potential Investments Wealth Platform. In circumstances where the Platform does not have a product to meet your needs, we will broaden our research to other companies with products not available on the True Potential Wealth Platform. You may ask us for a list of those companies. Investments can fluctuate in value and investors may not get back the amount they invest. Tax treatment is dependent upon individual circumstances and may be subject to change in the future.

Our services

Regular savings for your future - Investment Planning - Investment/Portfolio Review - Family/Liability Protection and Insurance - Inheritance Tax and Trust Planning

Non-investment protection contracts:
We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers).

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Compliance

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

Oak Drive, Poole, BH15 1RF

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