Thomas Morgan True Potential Wealth Management LLP

Restricted - Whole of Market  Appletrees Crescent, Bromsgrove, Worcestershire, B61 7BH
First meeting at adviser's own cost
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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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 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
Response rating
10/10
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FCA authorised
Last authorised 17th February 2020
Meet our advisers
Thomas Morgan
Wealth Management Partner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

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 qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

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, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

What our clients say
I required better advice than I was currently getting and wanted to find someone who I could develop a relationship with, that is when I was introduced to Tom. He spent time understanding my particular circumstances and attitude to risk, then reflected this in the decisions he advised me to make. Tom is constantly reevaluating both my needs and market conditions to understand whether there are better choices out there for me and I wouldn't hesitate to recommend him to anyone.
Alix, Nottingham
My wife and I had our assets spread across property, savings, and investments. We were looking to consolidate or reinvest our money to get a better return. At the same time we were also looking to move house and needed to consider where best allocate our investments, we were recommended to Tom through a mutual contact. Tom was extremely approachable and clearly explained our options for both our short term investments and also our plans for retirement. After taking Tom's advice we will be in a much better positional financially, which in turn helped us to secure our new home, and a reliable future retirement. He seemed genuinely interested in our well being and gave excellent impartial advice. I would recommend Tom to anybody looking for financial advice.
Adam, Birmingham
I was retiring from Local Government and required advice on my pension options and how best to manage my lump sum, savings and plan for the future. Tom went through all options with me so that I could make an informed decision. He helped to look at all my finances and make appropriate plans for a comfortable retirement. I can now look forward to retirement knowing I will be financially secure. I cannot fault Thomas, he explained everything so clearly and he was very patient and answered all questions I had. A very personable young man and I would recommend him to anyone.
Jackie, Bromsgrove
Having taken early retirement I had a sum of money that I needed to use to provide me with a regular income. Thomas suggested various options available to me and I have been very pleased with the outcome to date. I am more than happy with the advice Thomas gave and do not feel he could have given better service. I wouldn't hesitate to recommend Thomas and already have done so to friends and family alike.
Keith, Bromsgrove
I was in need of a life insurance policy, but all of the options on the market confused me and I didn't know where to start. Thomas took the time to understand my needs and explained all of the options available to me before discussing each of his recommendations in detail. His patient and calm approach put me at ease and made the decision making stress-free. The package Thomas recommended fulfilled all of my requirements and was at a price point within my budget. Years later, the policy is still exactly what I need and I haven't been subject to any nasty price increases. Fantastic! I honestly can't think of anything that would have improved the advice Thomas provided and always recommend him when I am asked.
Nick, Hereford
When I needed advice on my pension (taking a lump sum but not yet taking regular payments) Thomas was extremely helpful and gave excellent advice. Always willing to discuss matters either in person or via telephone, explains everything well and ensures it is understood. I am now taking my pension, Thomas explained fully and helped me understand more about the various options available beforehand. Thomas couldn't have done anything better, he is reliable and always responds to emails/phone calls quickly and ensures that everything is fully explained and understood.
Sharon, Sutton Coldfield
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.

Where to find us

Appletrees Crescent, BROMSGROVE, B61 0UA

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
Response rating
10/10
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FCA authorised
Last authorised 17th February 2020

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