Philip Moore - True Potential Wealth Management LLP

Restricted - Whole of Market  Office E, Letchworth, Herts, SG6 2HB
First meeting at adviser's own cost
Helping people invest money for their retirement or more immediate needs. Investments are reviewed annually to ensure they remain "on-track"
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Defined benefit
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
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
Accident & sickness
check
Buildings and contents
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Large business
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
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
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 20th September 2021
Meet our advisers
MR Philip William Moore DipPFS
Principal

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

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

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

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

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

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

About us

Phil Moore is a registered individual of True Potential Wealth Management which is authorised and regulated by the Financial Conduct Authority. FNR number 529810.

Investment
Restricted Advice - We offer advice on limited types of Products. Primarily, we will advise you on our Investment Portfolio funds and tax wrappers held on the True Potential Investments Wealth Platform. In circumstances where the Platform does not have a product to meet your needs, we will broaden our research to other companies with products not available on the True Potential Wealth Platform. You may ask us for a list of those companies.

Investments can fluctuate in value and investors may not get back the amount they invest. Tax treatment is dependent upon individual circumstances and may be subject to change in the future.

Non-investment protection contracts
We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers.

Our services

Our Occupational Pension Transfers are carried out at extremely low cost and within a 6 week timescale. We have a specialist team for this complex business.
Pension Transfers & Pension Consolidation typically forms a large part of our work. The most policies we've ever consolidated is 13!
Stocks & Shares ISA's and ISA Transfers.
We ALWAYS assess clients requirements and form a goal with our clients for their investments to meet. Essentially this is your Financial Plan. Then each year, we review this goal to make sure that you are 'on track'.
TP provide you with your own Client Site.

Where to find us
Head office address: Office E, Business Centre West, Avenue One, Letchworth, SG6 2HB
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 20th September 2021

Similar advisers near you

Independent Financial Adviser 0.14 mi
High quality, cost-effective, pension, investment and tax planning advice for Private Clients, Business Owners, Trustees and Charities
 
Independent Financial Adviser 0.94 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
 
Independent Financial Adviser 2.68 mi
It is a privilege, and not a right, to be able to work collaboratively with a client and potentially shape their financial future for the better.
 
Independent Financial Adviser 3.08 mi
We are a firm of independent financial planners helping clients in Hitchin & surrounding areas to achieve their financial and lifestyle goals.