Mark Lightfoot

Restricted by product 1 Willow Tree Way, ROTHERHAM, Wickersley, S66 1AZ
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
11th November 2019
Retirement and Pension Specialist, locally based, over 20 years experience.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • ISAs
    • Investing for income
    • OEICs
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Group pensions
    • Group protection
Meet our advisers
Mark Lightfoot
Financial Adviser, Wealth Management Partner
Where to find us

1 Willow Tree Way, ROTHERHAM, Wickersley, S66 1AZ

Make an enquiry
About us

I provide personal, face-to-face financial advice to clients around South Yorkshire.

I can advise on retirement planning including drawdown and pension transfers, estate planning, investments and financial protection for you and your assets.

We offer an initial consultation free of charge which is usually at your home or place of work at a time most convenient for you from 8am - 8pm Monday - Friday or 9-12 Saturday mornings.

Feel free to contact us for a no-obligation consultation.

After gaining a degree in Business and Economics and using over 20 years experience gained with True Potential and HSBC, I provide jargon free advice in a clear manner.

I have chosen to work with True Potential Wealth Management to assist me in providing a professional, personal service to meet your financial needs.

We offer an initial consultation free of charge which is usually at your home or place of work at a time most convenient for you.

Feel free to contact us for a no-obligation consultation.

Our services

Providing expert financial advice in the comfort of your own home.

Specialising in pensions and retirement planning.

Using my 20 years experience in the industry, gained with True Potential and HSBC, I provide clear and jargon free advice and explanations. I have a university degree and HND in finance and economics. I have a long standing genuine passion for finance.

For those clients who use a tablet or laptop, you can view your portfolio and documents securely to keep informed. Or you can choose traditional paper statements and reports at no extra cost.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0