Rodney Wilcock - True Potential Wealth Management

Restricted - Whole of Market  53 Station Avenue, Sandown, PO36 9BW
First meeting at adviser's own cost
Face to face Financial Advice you can Trust.
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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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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Unit trusts
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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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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Long term care
Response rating
7.2/10
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FCA authorised
Last authorised 26th July 2021
Meet our advisers
MR Rodney Wilcock Dip PFS
Financial Adviser

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 examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

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.

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 mortgage process and the principles of equity release.

What our clients say
I was looking to transfer a final salary pension scheme to a flexi draw down scheme. Rodney came to visit me and took details of my personal and financial position and the reasons why I was looking to transfer out of a final salary scheme. He then looked at the feasibility of whether a transfer would be suitable and made recommendations accordingly. Rodney kept me informed throughout the process as to where we were and also helped with the completion of the paperwork. I do not feel that he could of done anything better.
Steve, Fareham
Guided me through the process and different sorts of investment options. Was very open and honest and helped me plan what I really wanted to do and make informed decisions. Approachable, friendly and knowledgeable. He communicated what he could offer and how he could help and advised in a non-bias way to help me realise my goals and set up my financial portfolio. He worked quickly and was flexible to arrange meetings and set up my account promptly and in a time to suit me.
Jenni, Sandown
I was made redundant beginning of June and have 4 pensions in total. With a young grandson and another due in the autumn, I wanted to enjoy my time with them rather than worry about looking for another job. With Rodney's advice and future plans for my pensions I'm sure I will achieve my goals.
Clare, Wroxhall
Rodney reviewed my existing investments and suggested alternative more suitable investments.
Anne, Newport
What were the circumstances that caused you to look for a financial adviser? I was getting advice from Nationwide B. Soc. but they no longer provide a personal service. My Investments have been moved to other companies which give limited information. How did Rodney Wilcock help you? There were problems planning for Inheritance tax and capital gains tax liabilities in the management of the various funds. Nationwide could not provide this kind of advice Have you seen the outcome you were hoping for? It's to early to say but we have planned the way forward. What could they have done better? Nothing so far
Derek, Ryde
Rodney was recommended by a friend he has given me lots of advice on my mortgage and pension. I believe be has given me good advice and we are working together to make changes.
Helen, Sandown
We had sold our business and needed to generate additional income for our retirement. Rodney helped us look at several options, put together a detailed plan and recommended a suitable investment to generate our required income.
Dennis, Isle of Wight
What were the circumstances that caused you to look for a financial adviser? Was selling a house, with alot of equity and needed the best advice How did Rodney Wilcock help you? He was amazing, talking, was thougher and so helpful into what I had and the best way to move forward. Really didn't think I could of got a mortgage etc until I rang him, he was amazing to sort and do things I thought was out of my reach Have you seen the outcome you were hoping for? Yes. A mortgage offer is set in place, life insurance, also home & content insurance set in place. Just waiting for an exchange date. What could they have done better? Nothing...Rodney was awesome
Donna, Shanklin
As an elderly person, I found it very reassuring to have someone take the time to explain everything to me in a way I could understand. I am really happy with my investments and will certainly be back when I have more to invest/or when I need a review. I was impressed enough to have passed on your name to other people.
Connie, Isle of Wight
Rodney is very knowledgeable, genuine and helpful. He managed to save me a significant sum on life, health and home insurances that I had taken out when buying a new build house. I'm very grateful & I would definitely recommend him.
Guy, Isle of Wight
Excellent advice from a friendly advisor who took the time to explain the pension market. Considering the amount of work that he put in and the quality of the advice, the fee was very reasonable. I have no hesitation in recommending him.
Patric, Isle of Wight
I found Rodney to be very helpful and professional. I hope if all things go as Rodney expects I lol forward to a long association with him.
Ricky, Isle of Wight
About us

As a Financial Adviser for 20 years and now with True Potential Wealth Management, I'm committed to delivering better value and choice for my clients, whatever their financial goals.

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, at our free initial meeting I will take the time to get to know you and what's important to you, before agreeing on the next steps.

I believe building a long-term relationship with someone whose advice you can trust is the key to achieving your goals and aspirations and after agreeing a detailed financial plan we will carry out regular reviews to ensure you stay on track to achieve your goals.

True Potential’s award-winning technology, gives you 24/7 online access to your complete financial affairs meaning you can track and monitor any arrangements we make whenever you choose.

I am able to meet you at a time and day that suits you including evenings and weekends.

Our services

Pension Planning: Helping you plan for and achieve the retirement you want whatever age you are.

Investments: Making sure your wealth works for you whatever your goals.

Mortgages: Finding the right mortgage deal to suit your needs.

Protection: Ensuring you protect yourself and those dearest to you against ill health and death.

Inheritance Tax: Helping you understand your current position and ways to improve it.

Equity Release: Unlock the equity in your home to meet other goals.

Long Term Care Planning: Helping you to protect your home and wealth against the costs of needing long term care.

Where to find us
Head office address: 53 Station Avenue, Sandown, PO36 9BW
Service coverage
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
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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.

Response rating
7.2/10
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FCA authorised
Last authorised 26th July 2021

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