John Wright at True Potential LLP

Restricted - Whole of Market  1 Marischal Square, Broad Street, Aberdeen, AB10 1BL
First meeting at adviser's own cost
With over 30 years’ experience, John was selected as National Wealth Partner of the year 2017 and National Elite Partner 2019 from over 500 other company advisers. You will understand why he is regularly recognised in this way when you speak with him
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group risk
Response rating
9.5/10
check
FCA authorised
Last authorised 16th November 2020
Meet our advisers
John Wright
Wealth Management Partner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

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.

This examination assesses a knowledge and understanding of financial protection plans.

This exam accesses understanding of the financial services industry including regulation and legislation.

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

Vicki Davison
Client Support Manager
Tracey Cave
Technical Support Manager
Steve Hodder
Client Relationship Manager
What our clients say
What were the circumstances that caused you to look for a financial adviser? Early retirement How did John Wright help you? John was initially my contact with true potential. John has always given me good advice. Also notified me on any changes or problems if any. Have you seen the outcome you were hoping for? My pension is performing well. Apart from covid dip ...what goes down must go up. As always with pensions investments keep calm and carry on always good advice. What could they have done better? Good advice...check, Pension payments.....check, Takes time to explain detail....check, Fast response if I have questions....check
Nigel, Verified Vouchedfor Review
I had approached an advisor previously in order to consolidate various legacy pensions but had reached a point where I needed to then understand my pensions situation and John was recommended to me by my brother who had spoken very highly of the service and ongoing relationship that John provided. Initially John was very keen for me to understand my pension and was prepared to spend time educating me on how it all hangs together. Previously, at the mention of 'pensions' I would have glazed over and this is why I had remained in a position of ignorance about one of the most crucial elements of my finances. This is no longer the case. John has provided me with a level of understanding where I now have a genuine interest in something that I had felt was very much a specialised area and out of my grasp. He was keen to address every element and not just the larger 'pots' of money. I am a stickler for outstanding customer service and this is exactly what I've received.
Nicky, Verified Vouchedfor Review
What were the circumstances that caused you to look for a financial adviser? To access some of my pension via drawdown How did John Wright help you? John came to the rescue originally as a previous advisor was not proactive with my pension. John took over came to my house listened to my requirements gave me his expert advise and within a month my new drawdown pension was in place. During this Month John and his team were in touch regularly giving me updates on the progress he was making. He has since sorted out another 2 pensions for me so I can have one combined Drawdown pension Have you seen the outcome you were hoping for? Yes I'm all sorted What could they have done better? Nothing as I got everything I asked for
Mark, Verified Vouchedfor Review
What were the circumstances that caused you to look for a financial adviser? I was due to retire with a lump sum payment and my husband and I already had savings. We felt we needed advice on how best to invest this money. How did John Wright help you? John looked at our assets, discussed with us our lifestyle and aspirations for the future and gave us options on how to make our money work best for us. My husband also had a pension pot which he had considered taking as either a lump sum or an annuity. Again John was able to give us advice on the best way to proceed for us. Have you seen the outcome you were hoping for? We feel the our money is invested in the most appropriate way for us. John has reviewed our situation annually, keeping in touch when necessary. He is an extremely amenable, likeable person and we trust him and his judgement. We feel we get the support to we need.
Elizabeth, Verified Vouchedfor Review
What were the circumstances that caused you to look for a financial adviser? Transfer of a defined benefit pension and investment advice How did John Wright help you? John helped me to understand my current products he gave expert advice to help me reach the right decision for me and my family to suit my personal circumstances. Have you seen the outcome you were hoping for? Yes and as a plus point I feel more confident in making financial decisions due to the education of financial products given by John.
M Thompson, Verified Vouchedfor Review
What were the circumstances that caused you to look for a financial adviser? To access some of my pension via drawdown How did John Wright help you? John came to the rescue originally as a previous advisor was not proactive with my pension. John took over came to my house listened to my requirements gave me his expert advise and within a month my new drawdown pension was in place. During this Month John and his team were in touch regularly giving me updates on the progress he was making. He has since sorted out another 2 pensions for me so I can have one combined Drawdown pension Have you seen the outcome you were hoping for? Yes I'm all sorted What could they have done better? Nothing as I got everything I asked for sorted for me
Mark, Verified Vouchedfor Review
What were the circumstances that caused you to look for a financial adviser? Professional, reliable advice required re planning for early retirement. How did John Wright help you? John has provided me with a service that is specific to my own circumstances and requirements. He thoroughly explained the options available regarding my pension and investments and ensured I was happy with the choices I made. John has a friendly and professional manner and provides an excellent service. Have you seen the outcome you were hoping for? Yes I believe my finances are being managed effectively and responsibly. What could they have done better? I honestly do not think John could have done anything better
Raymond, Verified Vouchedfor Review
What were the circumstances that caused you to look for a financial adviser? I was due to retire with a lump sum payment and my husband and I already had savings. We felt we needed advice on how best to invest this money. How did John Wright help you? John looked at our assets, discussed with us our lifestyle and aspirations for the future and gave us options on how to make our money work best for us. My husband also had a pension pot which he had considered taking as either a lump sum or an annuity. Again John was able to give us advice on the best way to proceed for us. Have you seen the outcome you were hoping for? We feel the our money is invested in the most appropriate way for us. John has reviewed our situation annually, keeping in touch when necessary. He is an extremely amenable, likeable person and we trust him and his judgement. We feel we get the support to we need.
Elizabeth, Verified Vouchedfor Review
About us

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 Aberdeen 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.

Our services

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.

Where to find us
Head office address: 1 Marischal Square, Broad Street, Aberdeen, AB10 1BL
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

The office in Aberdeen 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

Response rating
9.5/10
check
FCA authorised
Last authorised 16th November 2020

Similar advisers near you

Independent Financial Adviser 0.06 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
 
Independent Financial Adviser 0.49 mi
We help you reach your financial goals for your financial future.
 
Independent Financial Adviser 0.51 mi
Coronavirus (COVID-19) With regards to the rapidly changing situation with Coronavirus, we have decided to take a number of actions to protect our clients, staff members and their wider families. WE ARE NOW OPEN FOR FACE TO FACE BUSINESS WITH THE FOLLOWING RESTRICTIONS IN PLACE: A maximum of 2 people can attend appointments, as this will allow us to maintain the 2 metre social distancing rules at all times. If you have children, we request that you do not bring them to the office at this time. You will be unable to use our toilet facilities. You will be asked to use our hand sanitiser on entering the office and when leaving. Please observe and follow the signs on the floor. As we are restricting the number of people in the office, you may be asked to wait outside (or in your car) until the previous clients have left. If you are feeling unwell prior to your appointment, please do not attend but give us a call to either rearrange or convert to a telephone appointment. If you appear to be unwell or are coughing, we will politely ask you to leave and either arrange a phone appointment or rearrange for a later date. The office will be fully cleaned between appointments. We thank you for your understanding during these strange times, but if you have any concerns, please don't hesitate to contact us.
 
Independent Financial Adviser 0.54 mi
We can be judged by the willingness of many of our clients to recommend us to their family, friends & colleagues.