1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. North West
  6. breadcrumb-arrow
  7. Merseyside
  8. breadcrumb-arrow
  9. Liverpool
  10. breadcrumb-arrow
  11. Philip Wasley of True Potential Wealth Management

Philip Wasley of True Potential Wealth Management

Restricted - Whole of Market  52 Hunts Cross Avenue, Liverpool, L25 5NX
Whether its pensions, investments or life cover please contact me for a friendly chat.
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
Regular savings
check
Savings for children
check
Accident & sickness
check
Critical illness
check
Income protection insurance
check
Large business
check
Life insurance
check
Capital gains tax
check
Estate planning
check
EEA
check
Rest of world
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Long term care
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
check
FCA authorised
Last authorised 18th October 2021
Meet our advisers
MR Philip Wasley CIOBS Dip Inv Planning
Independent Financial Adviser

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

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.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry together with packaged products (pensions, protection and savings and investments) and the giving of investment advice. Chartered Institute of Bankers in Scotland (CIOBS) qualifications are subject to a separate grading with the Scottish Credit and Qualifications Framework (SCQF) - www.scqf.org.uk

About us

I am a professional, diploma qualified adviser dedicated to the priorities of the individual. With over 20 years experience in the financial services and banking industry I aim to build long lasting valued relationship through a culture of trust,common sense and regular reviews. I specialise in pensions, life cover and investments including reviewing and commenting on existing investments, pensions and life cover.

Our services

Innovation and great value alongside a practical approach.

Where to find us
Head office address: 52 Hunts Cross Avenue, Woolton, Liverpool, L25 5NX
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
check
FCA authorised
Last authorised 18th October 2021

Similar advisers near you

Fairstone Financial Management Ltd
Independent Financial Adviser 0.46 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
 
See profile
Oakley Independent Limited
Independent Financial Adviser 0.49 mi
Total Independent Financial, Saving, Investment, Pension and Business Advice from People who Care
 
See profile
Flying Colours
Independent Financial Adviser 0.51 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
 
See profile
Alexander House Financial Planning Ltd
Restricted - whole of market 1.77 mi
Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
 
See profile