True Potentail Wealth management LLP

Restricted - Whole of Market  True Potential Wealth Management LLP, Pontypridd, CF37 2BN
First meeting at adviser's own cost
We are an Advice lead practice, upholding the highest level of ethics possible.
We can advise you on
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Annuity purchase
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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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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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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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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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Group ISA
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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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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 8th August 2022
Meet our advisers
MR Neil Jaundrell DipPFS, AwPETR.
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 exam accesses understanding of the financial services and their regulation.

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 examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

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 qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This examination demonstrated that the individual has a knowledge and understanding of all financial planning aspects of running a business and an ability to advise clients appropriately.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

About us

True Potential highly conscientious, award winning Wealth Management firm providing Advice throughout the UK. We are committed to offering all our clients the highest quality of advice to help them achieve their financial goals.

By working closely with you to ensure we really understand what is important to you, we aim to provide personally tailored solutions to meet your needs. Such an approach to planning takes time and commitment.

We strongly believe in building and maintaining long-term relationships with our clients by understanding their needs, beliefs and requirements and in doing so help them to achieve their financial aspirations.
Our particular area of expertise is in Wealth Management, Pension / Retirement and Tax Planning.

Our services

Our particular area of expertise is in Specialist Wealth Management - managing your Tax and Investments, Pensions & Retirement objectives and requirements.
Particular Specialist Advice areas include Pensions Schemes, including Final Salary / Defined Benefit Pensions Investment, Tax and Trust planning.
We take care of your estate planning, protection and investment needs, making sure you have all the right plans in place for your journey through life. We use a number of state of the art Financial Planning g research tools to ensure the best possible outcomes for our clients.

Where to find us
Head office address: True Potential Wealth Management LLP, The Financial Centre, 29 Gelliwastad Road, Pontypridd, CF37 2BN
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
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
Response rating
7.0/10
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FCA authorised
Last authorised 8th August 2022

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