Kevin Robins - True Potential Wealth Management

Restricted - Whole of Market  400 Thames Valley Park Drive, Reading, RG6 1PT
First meeting at adviser's own cost
Helping my clients take control of their financial journey's and achieve their aspirations is at the heart of my business. I have a wealth of experience in all aspects of financial planning, including a specialism in Defined Benefit pension transfers.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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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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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore 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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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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Corporate pension
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Group Pension/Stakeholder
Response rating
9.2/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Kevin Robins DipFA AWPETR
Financial Planner & Wealth Partner

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.

Mr Adam McCarthy DipFA
Financial Planner & Wealth Partner

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.

Mr Thomas Jackson
Administrator
What our clients say
As a business owner, I needed some advice on pensions as I had never had a private pension and needed to get one in place. How did Kevin Robins help you? Kevin gave me options on what pensions were available and the best option for myself. Have you seen the outcome you were hoping for? Yes, I am now on a very good pension that suits my needs. What could they have done better? Nothing at all, I am now looking for more advice and to look at another pension for my wife and some investment options.
Matthew Burkitt, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? Redundancy and pension How did Kevin Robins help you? Give me excellent service and advice Have you seen the outcome you were hoping for? Yes very pleased with the outcome What could they have done better? Nothing I found his advice and service excellent
David Mark Rees, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? I was looking to move my work pension to a fund that could improve the value How did Kevin Robins help you? Kevin explained the options and made the process easy. Further to this Kevin then advised on moving my money to another investment portfolio and again it made sense and was an easy successful process Have you seen the outcome you were hoping for? I have seen good growth so far What could they have done better? Currently no suggestions as everything was explained well and the transfer was made easy
Gary Jones, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? Closure of define benefit pension scheme How did Kevin Robins help you? By helping me move from my current scheme to sipp Have you seen the outcome you were hoping for? Currently due to the pandemic, not as good as I wished, but hopefully will see improvements in the future What could they have done better? Difficult to answer as so far, he has always been quick to respond to my requests, and made me feel at ease, with how things are progressing
Christopher Howells, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? To take a look at my works pension How did Kevin Robins help you? Transferred to a private pension Have you seen the outcome you were hoping for? At first yes , but with the pandemic , the market dropped ,and i lost some money . What could they have done better? Kevin got in touch with me and advised me to transfer my money to another company ,and now it's picking up again .
Timothy Morgan, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? Pension Transfer How did Kevin Robins help you? Advice on pension transfer. Have you seen the outcome you were hoping for? Excellent outcome. What could they have done better? Could not have been more helpful.
Roger Parry, Verified VouchedFor Review
About us

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.

Our services

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.

Where to find us
Head office address: 400 Thames Valley Park Drive, Thames Valley Park, Reading, RG6 1PT
Service coverage
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

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.

Response rating
9.2/10
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FCA authorised
Last authorised 13th September 2021

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