Mark Lightfoot

Restricted - Whole of Market  4 Admiral Way, Doxford International Business Park, Sunderland, Tyne & Wear, Sunderland, Tyne and wear, SR3 3NS
First meeting at adviser's own cost
Retirement and Pension Specialist, locally based, over 21 years experience. Call today for a free consultation or initial chat.
We can advise you on
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Pension consolidation
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Pension drawdown
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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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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Unit trusts
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Lump sum
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Estate planning
Response rating
9.5/10
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FCA authorised
Last authorised 14th September 2020
Meet our advisers
Mark Lightfoot
Financial Adviser
About us

Specialising in pensions and retirement, I provide personal, face-to-face financial advice to clients. We also provide advice on the phone or on-line if you prefer.

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.

Where to find us
Head office address: 4 Admiral Way, Doxford International Business Park, Sunderland, Tyne & Wear, Sunderland, SR3 3XW
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.5/10
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FCA authorised
Last authorised 14th September 2020

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