True Potential Wealth Managment

Restricted - Whole of Market  9 Green Bank, New mills, Derbyshire, SK22 4DX
First meeting at adviser's own cost
I can offer help and advice with Pensions, ISAs, Income Bonds and general Investments whether setting up from scratch or consolidating existing arrangements to give you better access and control.
We can advise you on
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Auto enrolment
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Pension consolidation
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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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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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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
Response rating
9.0/10
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FCA authorised
Last authorised 23rd March 2020
Meet our advisers
Marcus Gill MLIBF
Financial Adviser

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

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.

What our clients say
"I have been a client of Marcus for several years when he was the advisor connected to the Ashton branch of the Cheshire Building Society. I have always found him to be open and honest in my dealings with him, and his advice competent and profitable! He has a pleasant, open manner and relates well with his clients. He does not pressure financial commitments but listens to the needs and concerns of individuals, and has worked to ensure that I am aware of the pluses and minuses of various products. I have no worries re his involvement with my financial affairs and look forward to his future help and advice. ` Kate."
Kate B,, Ashton Under Lyne
"I have been with Marcus for more than six years and during that time I have found his advice always to be sound and well explained. He is very approachable in manner and has always been available if needed, calling round at short notice when the situation has called for it. All my dealings with him have been both value for money and profitable and I would wholeheartedly recommend his services to any prospective client. "
Gwyn J,, Stalybridge
"Marcus has been my financial adviser for several years. He is very friendly and approachable and is brilliant at explaining complex things clearly. He is always easy to get hold of and works really hard to get the best for you."
Olga G,, Oldham
About us

I am a Partner with a multi award winning company that puts the client at the centre of everything we do.

I use technology to give you smart ways of keeping you in control of your own finances from the comfort of your own home using your phone or computer.

Whilst being part of an award winning National company I work from home and that means I have no expensive High Street rent to pay and therefore I have very low overheads. This means I can offer very competitive charges that will give you true value for money.

Our services

There are many companies that offer financial advice so it can be difficult to chose who is best for you.

Financial advice is one thing but if you want to talk to someone who genuinely cares about your needs and who feels that a great service is just as important as the advice given then please don't hesitate to get in touch for a chat.

I am passionate about delivering a great service for my clients and make sure that you are looked after through the whole process and beyond.

Where to find us

9 Green Bank, Simmondley, Glossop, Derbyshire, SK13 6XT

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 23rd March 2020

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