We are long established financial advisers working with clients for many years to achieve and maintain their financial objectives. Your retirement and financial future are of paramount importance and this is at the heart of what we do.
We have provided advice to clients in Sunderland and the surrounding areas for many years and we have the structure in place to ensure that your location is never a barrier.
Defined Benefit (Occupational) Pension Update – New legislation means we offer known pricing for this area of advice and provide this in writing from outset. Our charge is 1% or £3,000 (whichever is the lower) irrespective of value, making us one of the most keenly priced in this area of advice. Our minimum transfer value is £100,000 and we have no maximum amount. A transfer value of £100,000 would mean the charge is £1,000. For £1,000,000 the charge is only £3,000
Our team is dedicated to excellence in service and we ensure you have regular contact from day 1 so you know exactly the position and progression as it happens. Our staff are all highly experienced so they have clear understanding of client needs so we can provide the very best service at all times.
Trusted by clients throughout the country we have a wealth of experience in delivering solutions to people with differing objectives and provide accurate and innovative investment tools to ensure that you have clear vision of your future.
Our investment strategies use some of the largest and most respected investment houses worldwide, such as Schroder’s, Allianz, 7IM, UBS and Close Brothers to name but a few.
With the innovation of our technology and our expert investment panel we can develop investment strategies to meet and exceed your goals and expectations.
Our portfolios are tailored to your requirements and attitude towards investment risk ensuring that your money is always managed in accordance with your wishes.
Defined Benefit (Occupational) pensions - analysis and reviews are handled by our team of head office experts with full and rigorous compliance oversight. This ensures that we establish very quickly if a transfer is something you should consider.
The office in Sunderland is used for client meetings only, all administration is based in our office's in Northumberland.
True Potential LLP is registered in England and Wales as a Limited Liability Partnership No. OC380771.
Registered head office : Gateway West, Newburn Riverside, Newburn, Newcastle Upon Tyne, NE15 8NX
Bridge House, Off Bedford Street, Sunderland, SR1 1TE
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