Kevin Robins - True Potential Wealth Management - Financial Adviser in Monmouth

Kevin Robins - True Potential Wealth Management

Initial consultation free

Restricted

As a Chartered Financial Planner, helping my clients take control of their financial journey and achieve their aspirations, is at the heart of my business. I specialise in retirement planning, including consolidation, drawdown and DB Pension transfers.

We can advise you on

Clients
helped

396

Minimum
pension value

£100k+

Minimum
wealth

£100k+

Minimum
mortgage value

£0+

This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.

Meet our advisers

Mr Kevin Robins

Chartered Financial Planner

What our clients say

David Mark Rees

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

Matthew Burkitt

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.

Gary Jones

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

Timothy Morgan

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 .

Compliance

Kevin Robins  is a Restricted Financial Adviser within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership. OC356611.

Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time.

We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers.

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.

Any decision to transact business is made by you on the basis of your own enquiries.

To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online directory is subject to unbiased.co.uk website terms and conditions and privacy policy.

This service is provided by Unbiased Group Services Ltd which is an appointed representative of Prosper Capital LLP (FRN53007) which is authorised and regulated by the Financial Conduct Authority.