Robert Buckley @ True Potential Wealth Management LLP

Restricted - Whole of Market  596 Burnley Road, Lancashire, Rossendale, BB4 8AJ
First meeting at adviser's own cost
Straight forward advice in language you can understand.
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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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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Commercial motor
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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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Payment protection insurance
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Small business
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Travel
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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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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
Response rating
9.5/10
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FCA authorised
Last authorised 3rd May 2021
Meet our advisers
MR Robert Buckley DipPFS CertCII (MP & ER)
Partner

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.

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

What our clients say
Rob has arranged my mortgages (including buy-to-let), insurance and pensions. Appointments are arranged at my convenience which helps when working full time and the service he provides is first class. He cuts through all the jargon making it easy to understand and guides you through the extensive options enabling you to make an informed choice. I wouldn’t use anyone else!
Karen Senior, Leeds
About us

As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.

For me, planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most.

Based in Rossendale, financial services is what I do. 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. It is my belief that we all cherish our own lifestyle whatever that may be and good financial planning is about protecting and maintaining that lifestyle whatever cards life deals you.

Our services

Goal based financial planning, it's your money what do you want it to achieve ?

Where to find us
Head office address: 596 Burnley Road, Lancashire, Rossendale, BB4 8AJ
Service coverage
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.5/10
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FCA authorised
Last authorised 3rd May 2021

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