Mark Brown

Restricted - Whole of Market  4 Bond Terrace, Wakefield, WF1 2HW
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FCA authorised
Last authorised 13th September 2021
I provide professional advice built on long term relationships.
We can advise you on
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Annuity purchase
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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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Ethical investments
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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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Socially responsible 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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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Estate planning
Meet our advisers
MR Mark Brown DipCII
Wealth Management Partner
About us

I am based in premises in Wakefield and have clients mainly in Yorkshire,

True Potential Wealth Management provide me with the support to deliver a professional wealth management service to meet client needs

Our services

I have 22 years experience of providing Financial Advice. I have extensive experience of investments, Inheritance Tax planning, Pensions and Protection.

I pride myself in giving holistic advice with an ongoing service proposition

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

4 Bond Terrace, Wakefield, WF1 2HW

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