Suki Niner - True Potential Wealth Management

Independent Financial Adviser  12 Hackthorpe Gardens, Lowther, Cumbria, CA10 2HW
First meeting at adviser's own cost
I am professional, trustworthy and dedicated to doing what's right for my clients in order to achieve their financial needs.
We can advise you on
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Pension consolidation
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Pension drawdown
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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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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Unit trusts
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Lump sum
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Regular savings
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Income protection insurance
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Life insurance
Response rating
9.0/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Suki Niner
About us

As a partner with True Potential Wealth Management, I am part of a highly-successful True Potential group of companies. I am totally committed to delivering a better value and choice for my clients.

With over 26 years experience in the financial services industry my key objective is to help individuals and firms reach their financial goals. With this, comes a wealth of knowledge and expertise.

The services that I provide include : Protection, Estate Planning, Savings and Investments, Tax Planning, Retirement Planning, Inheritance Tax Planning, Business and Succession Planning.

Our services

Whilst appreciating that all personal situations are unique, I will endeavor to take the time to get to know you and whats important to you. And, through the use of True Potentials award-winning technology, I will deliver straightforward and transparent advice in a simple and convenient way.

Who are True Potential?

True Potential is arguably one of the UK's most innovative and forward thinking financial services companies. Established in 2007, by a management group with over 60 years combined experience in the financial services industry. It already provides services and investment solutions to over 22% of the UK's financial advisers

Where to find us
Head office address: 12 Hackthorpe Gardens, Penrith, CA10 2HW
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 25th May 2020

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