True Potential Wealth Management - Peter Silver

Restricted - Whole of Market  Hersham, Walton-on-Thames, KT12 5AR
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FCA authorised
Last authorised 13th September 2021
Simple. Effective. Unique.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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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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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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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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Critical illness
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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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Corporate pension
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Employee benefits
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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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Long term care
Meet our advisers
Mr Peter Silver
Wealth Management Partner
About us

With over 17 years as an adviser, I’ve been helping individuals and families reach their financial goals and aspirations. For me, planning for the financial future is more than just looking at numbers; it’s recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well being from investments and insurance to tax and estate planning while offering exclusive opportunities.

Using True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.

Our services

I build long lasting relationships with my clients, built on trust and understanding. Using high end technology, I can help you visualise your financial goals in a clear and uncomplicated manner and take the headache out of future proofing your finances.

Expertly placed to offer advice and solutions on a number of financial and wealth management issues including:

- Retirement Planning
- Investments
- Tax planning
- Trust and Estate Planning
- Long Term Care Planning
- Business and Personal Protection
- Savings

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£1,100,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Hersham, Walton-on-Thames, KT10 0DG

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