Kieran Hartnett - True Potential Wealth Management

Restricted - Whole of Market  Alma Road, Orpington, Greater london, BR5 4PT
First meeting at adviser's own cost
Many of my clients have been clients since the early 1990's which hopefully is a testament to my beliefs.
We can advise you on
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Auto enrolment
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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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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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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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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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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
Response rating
7.0/10
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FCA authorised
Last authorised 19th October 2020
Meet our advisers
Kieran Hartnett
About us

I have worked within the financial services industry for over 27 years and have become a skilled and accomplished Financial Adviser, providing practical solutions for both individuals and businesses, in and around the South East Area.
I believe in providing a caring and personal service to clients, which results in many of them recommending me to their families and friends.
My advice covers all aspects of Wealth Management, and I am a specialist in Pensions planning at retirement planning & wealth management.I also advise on Protection and Investment Planning.

As a Partner Practice of True Potential Wealth Management based in Kent, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.

I have always had the desire to succeed and work very hard to achieve results for my clients. I have a holistic approach to planning encompassing strong technical and inter personal skills. Treating Customers Fairly is something is of utmost importance to me to ensure I can look after clients needs over both the short, medium and long term.

Our services

I take the time to get to know my clients and find out what’s important to them. With this knowledge, I can produce an investment plan focused on a client’s goals, taking into account their personal situation. In addition, through the use of True Potential’s award-winning technology, I can deliver straightforward and transparent advice in a simple and convenient way.

My clients are empowered to take control of their futures and have access to monitor their finances 24/7 online and via tablet or smartphone.

Where to find us
Head office address: Alma Road, Orpington, Kent, BR5 4PT
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 19th October 2020

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