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  7. Simon Humphrey at True Potential Wealth Management

Simon Humphrey at True Potential Wealth Management

Restricted - Whole of Market  18 Junction Road, London, W5 4XL
First meeting at adviser's own cost
I firmly believe everyone can be helped to make better financial decisions for themselves and families with the right information, analysis and guidance. I help busy professionals make informed decisions about their financial plans, investments, pensions
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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ISA / Unit Trusts / OEICs
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Investing for income
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Simon Humphrey Chartered MCSI
Wealth Management Partner

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path

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.

This Diploma covers Regulation, Ethics, Investment Principles, Risk and personal Taxation. Specialist units cover advising in Securities, Derivatives and Packaged Products.

MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience

This qualification provides candidates with the knowledge and skills required to undertake the activity of pension transfers when combined with an appropriate RDR compliant qualification.

What our clients say
Simon advised me on which was the best option for me, after listening to my aspirations, considering my financial position, and explaining the pros and cons of various options. Simon was very helpful in chasing matters when we hit a potential problem. He was professional and personable throughout, and always easy to communicate with.
Mr. Lynch, London
Simon has been extremely professional, helpful and listened to my concerns regarding my long term health. He has kept me informed of progress during the transfer on a regular basis. I couldn't recommend Simon enough as he has given me a great service.
Steve, Brentford
Simon efficiently coordinated the submission of the three transfer values to his team and kept me informed throughout the long process. I personally found his advice to be sensible, judicious and pragmatic when required.
Alfred, Surrey
Simon was brilliant at listening to all of my concerns and what I wanted help with and truly understood not only my financial position, but how it affected my lifestyle and how the restrictions of my finances have a general impact on my outlook and wellbeing. He provided me with an ingenious solution which still safeguards my loved ones in the future but gives me the financial freedom to improve my life while I'm still relatively 'young'. I would never have known it was possible without his help. I did wonder before meeting Simon if I was even rich enough to need financial advice, earning an average wage and with meagre savings which are over shadowed by debt, but I couldn't have been more wrong.
Bridget, Ealing
About us

I am a True Potential Wealth Management Partner based in Little Ealing with over 20 years business experience in the West London area.

Reliable wealth management advice and the right investment strategy are crucial to securing your financial wellbeing. If you are looking to invest for income or growth, I can provide quality advice, comprehensive solutions and ongoing service.

True Potential Investments’ carefully constructed range of risk-rated funds, including the exclusive True Potential Wealth Strategy Funds, enable you to spread your investments across a wide range of asset types and fund manager styles to create a personal, diversified portfolio solution.

As a client, you will also have 24/7 access to your investments on your personal client site and the ability to top up on-the-go with True Potential’s world-first impulseSave® technology.

Our services

My special focus is helping people understand whether transferring their occupational pension is in their best interests.

We also help people consolidate their various pension pots to reduce admin & costs and be ready for retirement.

Where to find us
Head office address: 18 Junction Road, London, W5 4XL
Service coverage
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
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.

The value of investments can rise and fall and you may get back less than you put in.

Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 13th September 2021

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