Kevin Robins - True Potential Wealth Management
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.
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
Having achieved the IFS Level 6 Diploma in Financial Advice, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.
This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.
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.
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
Having achieved the IFS Level 6 Diploma in Financial Advice, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.
This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.
I have been a financial adviser for over 10 years now and I really do care about my clients financial wellbeing. I don't believe in blinding my clients with science and using industry language that nobody seems to understand. Jargon-free, straight-forward advice and making complex topics simple, is my style and how I prefer to work.
At True Potential we pride ourselves on an award winning platform which can hold your pension and investment assets all in one place, so keeping things simple for you. We have a range of fantastic portfolios, using some of the best, highly respected, investment houses in the UK, that are tailored to your individual needs.
True Potential's technology is first-class and enables you to have access to your plans at the touch of a button so you can always keep track of how your pension and investment funds are performing.
Please do get in touch and let's start your financial journey today. You will have peace of mind and be in safe and trusted hands and I will be here to help you every step of the way.
I will establish your wants, needs and future plans.
I can help identify potential problems that you may not have already anticipated.
I will give you considered solutions and advice.
I will use plain English, jargon-free language so that you feel confident and in control of your decisions and plans.
We will have regular reviews to ensure you are on track.
Full support is provided at any time your circumstances change or just when you need me to be there.
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FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
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Telephone
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Online (Live chat, video, email)
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Face to face
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
We use meeting facilities around the UK, however the above address is our only registered office.
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