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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 help people save money by consolidating their pension pots and getting them 'retirement-ready' so they can retire on their terms. 55 or older and want to take Tax-Free-Cash? Need to boost your retirement savings with a Redundancy Lump-Sum?
We can advise you on
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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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Wealth management
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
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FCA authorised
Last authorised 29th March 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.

About us

I am a True Potential Wealth Management Partner based out of Ealing with over 20 years business experience in the Ealing 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. The FCA's view is that transferring out of an occupational pension scheme is unlikely to be suitable for most people. It's a big decision that takes a lot of thinking about!

Since October 1st 2020, the rules have changed causing many adviser firms to abandon offering this analysis service. The client now has to pay for the suitability analysis regardless of the firm's recommendation to stay in or, transfer out.

Where to find us
Head office address: 18 Junction Road, London, W5 4XL
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
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
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
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FCA authorised
Last authorised 29th March 2021

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