True Potential Wealth Management LLP

Independent Financial Adviser  4 Queen Street, Bath, Bath, BA1 1HE
First meeting at adviser's own cost
We are financially secure with £10.8bn assets under management. Our aim is to help clients to understand and plan a financial future. We simplify the complex and focus on the individual instead of the product. Invest with our Impulse Save app. Access to world class fund managers such as Schroders and Goldman Sachs for as little as £1. We’re delighted to be named Public Vote Champions at the City of London Wealth Management Awards 2020. Daniel Harrison, True Potential Chief Executive, said “We’re delighted to win this award, especially when the recognition comes directly from our clients, thank you to everyone who voted. We certainly won’t rest on our laurels; we’ll strive to improve our service and help our clients do more with their money.’
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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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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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Stockbroking services
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Sharia finance
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Long term care
Adviser unavailable
This adviser is currently out of office and not available for contact
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FCA authorised
Last authorised 30th November 2020
Meet our advisers
Jason Knowles
Partner

At the end of this unit, candidates should be able to demonstrate their ability to apply and evaluate the supervision principles and practices in a retail financial services business

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This exam accesses understanding of the features and risks of different securities, the structure and features of the securities market and relevant factors and considerations for appropriate investment recommendations.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

What our clients say
Jason advised us not only on the type of cover we needed but also helped quantify how much we needed. He went through in detail about our needs, expenses, current assets/investments as well as life insurance cover. Our case was rather unique as my son has special needs and we wanted to make sure we had appropriate cover when needed. After advising us on the appropriate cover Jason also helped get very competitive quotes. Jason also helped us with preliminary advice on setting up a Will and a Trust. He helped set up a meeting with a probate lawyer to go through in detail about types of Wills and Trusts which we can create.
Director Bank of America Merrill Lynch, London
In a word, Great. Jason is very thorough, always explains all the options fully and the implications of the decisions to be made and never a pressure sell. I have worked with previous advisors but it does feel like Jason cares and has my best interests in mind as we walk through the options to come to the decision. He’s not pushy at all and I have always found him to be on hand if I have had a question either by phone or email and comes back to me right away. A genuine nice guy that comes across in his work I would say.
Stuart, Canterbury
Jason not only recommended the mortgage that I took out first time, but he helped me understand if it was the right one by sharing all my alternative options. He also alleviated the concerns of my father over the product selected. I feel that I got an excellent deal and all the stress was taken out of it for me.
Katie, London
I had newly moved to the UK from the Middle East and was looking for help putting my savings to use. Jason helped me figure out what I wanted from my assets in the medium and long term and helped me decide what was the best approach for me. I am planning to follow the plan Jason outlined for me. Jason talked to me in simple language I could understand and outlined all the benefits and risks of my plans.
Sonia, London
To date my experience has been very good - Jason is always available and willing to meet with me in person and is knowledgeable about my personal portfolio and what would be in my best interest. He has no hidden agenda and is transparent in all advice provided.
Malc, London
Good , honest easy to understand service with excellent investment plans.
Jane, London
I've been more than happy with my experience. My goals and financial objectives have been listened to and understood and extensive planning and advice given to show how I can achieve my aims.
Mark, London
Extremely positive – I have gone from having no plan or direction for my finances to now having my affairs in order, knowing what is happening with my money and what I need to achieve to retire. Jason brings a personable approach with the tenacity to keep me on track in a friendly manner.
Daniel, London
My experience has been positive. Jason has been understanding and helpful, willing to devote time to cementing a good relationship.
Janet, London
We contacted Jason around a year ago as we felt that we needed a more efficient and knowledgeable approach to our finances. We had met with other IFAs and not been completely convinced that they were right for us. Jason met us at home and at a time that was convenient. He was so personable and put us at ease immediately. He is very knowledgeable and reassuring and we were confident that he understood exactly what we needed financially. Since that meeting, Jason has been totally efficient and very easy to contact. He checks up on us regularly without being intrusive and is always available to meet if needed. We have no hesitation in recommending Jason to another family.
Katy & Tom, Bristol
I've known Jason for several years now and am happy to refer my clients for financial advice. A wealth of knowledge in his field and I have many happy clients who have benefitted from his expertise. I'll continue to refer clients across and anyone who has spoken to Jason knows that they will be in safe hands.
Duncan Bell, Former England & Bath Rugby Player, Bristol
I was approaching retirement without a plan. Jason simplified the complex and gave me the confidence that I was making the right decisions.
Janet, Bath
I have been a client’s of Jason’s for five years and have benefited and have appreciated the good advice and response he has provided to me investment needs in a very challenging environment.
Gavin, London
I met Jason after he contacted me through <url hidden>. as I was seeking advice about an AVC. He was very approachable and personable, he made you feel that he was investing in you as a person as much as the commodity.
Trevor, Bath
Found Jason by helpful and doesn’t put you under pressure he explained everything so I could understand clearly very good at what he does.
Mike & Delores, London
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
• Divorce and Inheritance
• International clients

Where to find us
Head office address: 4 Queen Street, Bath, Bath, BA1 1HE
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£20,000
Minimum mortgage value
£250,000
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

We are authorised and regulated by the FCA.

Adviser unavailable
This adviser is currently out of office and not available for contact
check
FCA authorised
Last authorised 30th November 2020

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