Mark Lightfoot

Financial Adviser (Restricted Whole of Market) Management Suite, 1, The Oasis, Sheffield, South Yorkshire, S9 1EP
First meeting at adviser's own cost
Response rating
9.1/10
FCA verified
22nd July 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
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Estate planning
    • Group pensions
    • Group protection
Meet our advisers
Mark Lightfoot
Financial Adviser, Wealth Management Partner
Where to find us

Management Suite, 1, The Oasis, Sheffield, South Yorkshire, S9 1EP

Make an enquiry
About us

I provide personal, face-to-face financial advice to clients around Yorkshire, Lincolnshire and North Derbyshire.

Our main service centres around investment planning, pensions and retirement including drawdown and pension transfers, estate planning and financial protection for you and your assets.

I am proud 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

We provide advice without jargon, in a friendly and professional manner, taking care and pride in the advice provided.

For those clients who are internet enabled, we offer access to the award-winning True Potential client website. You can monitor all your investments and up-to-date performance, add to your investments in seconds and view all documentation securely which may help to reduce your paper filing.

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
Compliance

True Potential Wealth Management is authorised and regulated by the Financial Conduct Authority. FCA number: 529810.

Registered Office: Newburn House, Newburn Riverside, Newcastle Upon Tyne, NE15 8NX.

Investment can fluctuate in value and investors may not receive back the amount invested. Capital at Risk.
Tax rules may change at any time.

Investments: We will only advise and make recommendations after assessing your needs. We offer full advice on limited types of products. Primarily, we will advise you on Strategy Funds and Tax Wrappers held on the True Potential Investments Wealth Platform. In circumstances where this is not suitable, we will broaden our research to other companies with products not available on the True Potential Wealth Platform to meet your needs and if suitable. You may ask us for a list of these companies.

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