Luis Villar at True Potential Wealth Management - Financial Adviser in London

Luis Villar at True Potential Wealth Management

Initial consultation free

Restricted

As a Partner at True Potential Wealth Management, I care for each client with the same dedication I would give to my own family. I hold the Chartered Wealth Manager Level 7 qualification—the UK’s gold standard for financial and investment advice

We can advise you on

Clients
helped

522

Minimum
pension value

£0+

Minimum
wealth

£0+

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 Luis Villar

Chartered Wealth Manager

What our clients say

Mr. J.

What were the circumstances that caused you to initially look for an adviser? I just had a child and I wanted to make sure that I was prepared for the unexpected. How has Luis Villar helped you? He has given me a broader perspective of the situation and the options that were available and could suit my current situation. Have you seen the outcome you were hoping for? I believe it is too early to say

Mr. F.

What were the circumstances that caused you to initially look for an adviser? it is always good to know a little more about the market How has Luis Villar helped you? He has given me very good advice Have you seen the outcome you were hoping for? Yes What could they have done better? It was really very good

Ms. H.

What were the circumstances that caused you to initially look for an adviser? I became a parent and my financial goals changed as a result. How has Luis Villar helped you? Luis opened my eyes to a number of critical financial mistakes I was making. He took great care to understand my specific personal and financial situation, and provided excellent ideas for how I could (legally!) hand over less of my money to HMRC. Have you seen the outcome you were hoping for? It's a long game - but thanks to Luis' advice, I have already reduced my tax liability for this year. What could they have done better? Nothing. I'm delighted with the service Luis provides.

Mr. A

What were the circumstances that caused you to initially look for an adviser? Financial planning for the family How has Luis Villar helped you? Financial advice and planning in a tax-efficient way to enable fulfilment of financial goals Have you seen the outcome you were hoping for? Invested in pension, performance dependent on market conditions

Compliance

Luis Villar 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.

Luis does not have to use True Potential products and services with his clients. 

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.

Investments - We offer advice on limited types of Products. Primarily, we will advise you on Strategy Funds and the tax wrappers held on the True Potential Investments Wealth Platform. If the Platform does not have a product to meet your needs, we will broaden our research to other companies with products not available on the True Potential Wealth Platform. You may ask us for a list of those companies.

Legal information

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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.