Ian Brooks - True Potential LLP

Financial Adviser (Restricted Whole of Market) 11 Lee Lane, Royston, Barnsley, S71 4RT
FCA verified
15th October 2018
Transparent Costs & Straightforward Financial Advice presented in a simple understandable way.
We can advise you on
    • Wealth management
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
Meet our advisers
adviser-person
Ian Brooks Dip CII, Certs CII (MP & ER)
Financial Adviser
Where to find us

11 Lee Lane, Royston, Barnsley, S71 4RT

About us

I am a fully qualified financial adviser with over 15 years experience servicing the Yorkshire region.

Financial planning can be a daunting subject, whether it be investments or pensions, I can simplify and explain all your options, whether it be retirement planning or investing for the future.

I will review all of your current pension plans/investments and present in layman's terms what you have, which will ensure you are utilising tax efficient investments and also enable you to better plan your retirement.

If you have been offered a transfer value regarding your defined benefit/final salary scheme and are unsure what to do, I can explain the options and help you decide whether its right for you.

The initial meeting is always without cost and without time limit. I normally visit you at your home or place of work at a time to suit and you are under no obligation, so please feel free to arrange a meeting.

All charges are agreed before any work is undertaken, so you know exactly what you are paying.

Our services

My aim is to provide Simple, Effective, Jargon Free, Financial Advice.

You will have access to world class discretionary investment managers via the True Potential Platform.

It’s important that your plans stay on track. This is achieved by meeting periodically to review how things are progressing.

You will also be able to monitor your plan 24/7 on-line, via mobile phone, or should you prefer I am always at the end of the phone.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Compliance

Ian Brooks is a restricted financial adviser within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FNR Number 529810.

Registered Head Office: Newburn House, Newburn Riverside, Newcastle upon Tyne, NE15 8NX.

Capital at Risk. Investments can fluctuate in value and investors may not get back the amount they invest.
Tax rules can change at any time.
The guidance or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Investments - We will only advise and make a recommendation to you after we have assessed your needs. We offer full advice on limited types of Products. Primarily, we will advice you on Strategy Funds and the tax wrappers held on the True Potential Investments Wealth Platform; in circumstances where this is not suitable to meet your needs, we will broaden our research to other companies with products not available on the True Potential Wealth Platform, which we use when it is suitable. You may ask us for a list of those companies.

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