Mark Lightfoot

Financial Adviser (Restricted Whole of Market) Enterprise Centre, Bridge Street, Derby, Derbyshire, DE1 3LS
First meeting at adviser's own cost
Response rating
9.4 /10
FCA verified
16th September 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

Enterprise Centre, Bridge Street, Derby, Derbyshire, DE1 3LS

Make an enquiry
About us

I provide personal, face-to-face financial advice to clients around Yorkshire, Lincolnshire and North Derbyshire. I am really proud to be a financial adviser and enjoy talking about all aspects of finance. 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 can advise on retirement planning including drawdown and pension transfers, estate planning, investments and financial protection for you and your assets. 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
Special offers
Choose an Unbiased exclusive special offer:
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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