Ben Middleton at True Potential Wealth Management LLP

Restricted - Whole of Market  42 Thyme Close, BASINGSTOKE, Hampshire, RG24 8XG
First meeting at adviser's own cost
Helping my clients achieve their financial goals is at the heart of my business. I have been in financial services for over 26 years and have a wealth of knowledge and expertise in pensions, including Defined Benefit schemes, and investments.
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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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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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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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
Response rating
9.4/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Ben Middleton
Wealth Partner

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

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 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 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 financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This exam accesses understanding of the financial services industry including regulation and legislation.

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

This exam accesses understanding of the financial services and their regulation.

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

This exam accesses understanding of identifying and satisfying client needs.

What our clients say
What were the circumstances that caused you to look for a financial adviser? Coming up to retirement age with a company pension scheme that had defined benefits and defined contributions. How did Ben Middleton help you? Ben helped with understanding how my pensions worked and by transferring the pension fund into an investment fund. Have you seen the outcome you were hoping for? Yes in a big way financially. What could they have done better? Nothing Ben was excellent.
Brian Shrank, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? Coming up to retirement and I had several pensions due. How did Ben Middleton help you? He made things very simple and unlike other financial advisors he made it easy for a layman such as me to understand Have you seen the outcome you were hoping for? Too early to be sure but happy with how things are going What could they have done better? Everything done well especially as business has been done through lockdown
Mark, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? After a significant health issue I wanted to get a better return on my pension investment. How did Ben Middleton help you? He gave me advice and walked me through what was the best option for me and my circumstances Have you seen the outcome you were hoping for? Yes in just over 6 moths I have already seen a 14% increase in my investment. What could they have done better? Nothing he is available anytime and responds to my questions very quickly.
Jon Crouch, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? My Pension Scheme was with Equitable Life when the company went down. How did Ben Middleton help you? Ben helped me to transfer my pension to another scheme and to release funds from it. Have you seen the outcome you were hoping for? Yes, definitely. I relied on the advice given by Ben and he was very helpful explaining the option and effecting the transfer of my pension. What could they have done better? Ben could not have been more helpful. I recommended his services to my wife. I have had complete confidence in Ben's advice and have been reassured by his competence, his knowledge and his attention to detail. He is also very personable.
Keith, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? Wanted to invest money into ISA and other general stocks and share accounts How did Ben Middleton help you? He guided me and helped me understand benefits of long term investments in ISA stock and share products. He also helped me understand the risks involved and patiently went through all pros and cons of investing vs. saving. Have you seen the outcome you were hoping for? Since I started investing as per Ben's guidance and inputs, markets have seen a lots of ups and downs including brexit, covid etc. But still i have seen some decent returns on my investments and hopefully in long term (as the market will stabilise more) I should see even better results.
Gagan, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? My previous advisor never contacted me for years and my products were slowly left to under perform. How did Ben Middleton help you? Ben put my pension back on track. He keeps in contact on a yearly basis. Put simply, Ben's friendly service and attention to detail is unique. He once came out to see me in heavy snow in deep winter, when he could have easily cancelled the appointment. Have you seen the outcome you were hoping for? Absolutely. What could they have done better? Nothing.
Andrew Ward, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? I was approaching retirement How did Ben Middleton help you? He helped me with all the paper work Have you seen the outcome you were hoping for? Yes and much more What could they have done better? Ben could not have done any better. He was professional throughout
Carol Tiddy, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? needed an independent view How did Ben Middleton help you? Ben was very responsive and never pushy. Really professional! Have you seen the outcome you were hoping for? Yes, we have bundled our investments. What could they have done better? nothing.
Peter, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? I simply found that dealing with my pensions was a mine field How did Ben Middleton help you? He simply took over every thing for me. And really helped me out. Have you seen the outcome you were hoping for? More than What could they have done better? Nothing
Bob, Verified VouchedFor Review
About us

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. As a result, you will be better informed, confident and empowered to reach and visualise your financial goals.

Our services

If you are looking for help and guidance around retirement planning, the possibility of whether transferring your pension is right for you or drawing down your pension and taking benefits, then I would be delighted to assist. I am also perfectly placed to help you with Defined Benefit advice, as True Potential are one of the biggest financial firms, within this complex and specialist market. Alternatively, you may be looking to invest and supplement your income or to grow your assets and receive a far more attractive return than inflation and bank rates. Whatever, your circumstances, you will feel in control of your finances and together, we can make your dreams become a reality.

Where to find us
Head office address: 42 Thyme Close, Chineham, BASINGSTOKE, RG24 8XG
Service coverage
Preferred clients
Minimum wealth (income/assets)
£101,000
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
Compliance

True Potential LLP is registered in England and Wales as a Limited Liability Partnership No. OC380771.

Registered head office : Gateway West, Newburn Riverside, Newburn, Newcastle Upon Tyne, NE15 8NX

We use meeting facilities around the UK however the above address is our only registered office.

Response rating
9.4/10
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FCA authorised
Last authorised 13th September 2021

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