Free no obligation financial planning meeting to look at your existing contracts or create new financial plans.
We can advise you on
Pensions & divorce
Pensions & retirement planning
Building your home
Buy to let
Buying commercial property
Buying first home
High loan to value
Next home / Remortgaging
Right to buy
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Traded endowment policies
Savings for children
School fees planning
Accident & sickness
Buildings and contents
Home and leisure
Income protection insurance
Payment protection insurance
Capital gains tax
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
Last authorised 17th February 2020
Meet our advisers
Qualifications & Accreditations
MAQ - Mortgage Advice Qualification (CII)
This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
What our clients say
John helped with my retirement planning and explained simply what my options were. John is always available to answer questions should i have any
John advised me on investing an inheritance, this is the second time we have taken Johns advice. and always find him very efficient and knowledgeable.
John has advised me regarding my pension drawdown when i left my company scheme, he reviews this advice every year which we find very helpful.
With award winning services that help you create, monitor and achieve your financial goals True Potential has the tools that make your financial planning journey smoother and achievable. I will put you in a better financial position than before we met and with the ability to look at your progress 24 hrs a day you can be assured that we will achieve your financial plans.
We develope individual financial plans based on your needs now and in he future, with the professional standards you would expect from an award winning firm. We will work closely with you in an efficient manner to achieve your financial goals. Once these plans are in place we will monitor them to make sure they are on track and if your situation changes we can adapt the plan to suit. You are always involved in he process from start to finish and can see everything at the touch of a button with our award winning technology.
Where to find us
True Potential, 9 Greenfinch Way, Tyne and Wear, Newcastle Upon Tyne, NE15 8NX
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
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