True Potential Wealth Management LLP

Independent Financial Adviser  26 Hill View Road, Bath, BA1 6NX
check
FCA authorised
Last authorised 8th August 2022
We are financially secure with over £23bn assets under management. Our aim is to help clients to understand and plan a financial future. We simplify the complex and I have never had a complaint or a client go into the FSCS.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Bad credit
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Buying overseas
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Mortgage protection
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
EEA
check
Rest of world
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
Meet our advisers
MR Jason Knowles Mr
Partner
About us

We build and manage tailored portfolios. We do not compromise on proactive management, or performance.

We do not have any exit penalties, trading charges or minimum lock in periods.

Our clearly defined service lines are designed to optimise client outcomes, and everything we do has the client at the centre.

We supply the right knowledge and information to help reach decisions that are most beneficial. In an increasingly complex and uncertain world, it’s vital to plan both financial and tax affairs. It is important to be tax compliant, while managing investment and inflation risks, and maximising the opportunities that arise.

Our services

We specialise in:

• 30-55 year old wealth accumulators
• Sports professionals
• Entrepreneurs
• Retirees up to and including 74 year olds
• Divorce and Inheritance
• International clients

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£501,000
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

We are authorised and regulated by the FCA.

26 Hill View Road, Bath, Bath, GL6 0EG

Similar advisers near you

Independent Financial Adviser 0 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
 
Independent Financial Adviser 2.56 mi
As Chartered advisers we offer the highest standards of advice and integrity.
 
Independent Financial Adviser 2.71 mi
We’re a team of independent financial planners based in Bristol. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
 
Independent Financial Adviser 3.02 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.