True Potential Wealth Management

Restricted - Whole of Market  Mere Green House, Sutton Coldfield, B75 5BT
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FCA authorised
Last authorised 6th December 2021
Is a final salary pension transfer right for me? We provide a personalised service which includes a free initial assessment. If we make any recommendation to you, a fee of 1% of the transfer value (capped at £3000) is payable upon advice given.
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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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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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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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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Long term care
Meet our advisers
Mr Sanjay Patel DipPFS
Wealth Management Partner
About us

True Potential Wealth Management is part of the highly-successful True Potential Group and we offer wealth
management services to private clients, trustees and businesses throughout the UK. We have corporate offices in London and Newcastle upon Tyne.

Established in 2007 by a management group with extensive experience in UK advice distribution, investment management and financial services technology.

Close to 20% of all UK Financial Advisers use True Potential planning

£10.4 billion held on the True Potential Wealth Platform
(as of 20th April 2020).

The Group had a turnover of £145 million for 2019. The Group had a net profit of £48 million for 2019.

World-first impulseSave® top-up technology has seen over £145 million of new money invested, with a third £10 or less.

Provide products and technology to over 1 million private clients.

We continually search for better value and choice to enable our clients to reach their financial goals.

It's our mission to revolutionise the way wealth management is delivered to UK customers.

Our services

As a Financial Adviser & Partner with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.

I can access investments from the whole of the market to create a bespoke plan that’s tailored just for you.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. And, through the use of True Potential’s award-winning technology, I can deliver straightforward and transparent advice in a simple and convenient way.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Mere Green House, 46-48 Mere Green Road, Four Oaks, Sutton Coldfield, B90 4JG

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