Thomas Morgan True Potential Wealth Management LLP

Restricted - Whole of Market  Unit 55 Basepoint Business Centre, BROMSGROVE, B60 3ET
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FCA authorised
Last authorised 20th September 2021
If you want someone reliable, transparent, personable and technically minded, I am the adviser for you.
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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Buy my next home
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Buy to let
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Buying first home
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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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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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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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Critical illness
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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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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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Corporate pension
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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 risk
Meet our advisers
MR Thomas Morgan
Wealth Management Partner
About us

I take huge pride in long-term relationships with clients where I put their best interests at the heart of everything I do.

For me, planning for the financial future is more than just looking at numbers; it’s the people and aspirations behind the figures that matter the most. My job is to make those aspirations a reality by putting in place a plan on how to get you there.

I will take the time to get to know you and what's important to you as an individual. 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.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from pensions, investments and insurance to tax, estate planning and mortgages.

For more than 8 years, I’ve been helping individuals and families reach their financial goals. I hold the Diploma in Regulated Financial Planning from the Chartered Insurance Institute (CII) alongside the Mortgage Advice qualification and, more recently, the Equity Release qualification.

Our services

Through the use of True Potential's award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
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.

Unit 55 Basepoint Business Centre, Isidore Road, BROMSGROVE, B61 7BH

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