True Potential Wealth Management

Restricted - Whole of Market  Mere Green House, Sutton Coldfield, West Midlands, B75 5BT
First meeting at adviser's own cost
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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Healthcare
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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
Response rating
9.0/10
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FCA authorised
Last authorised 14th June 2021
Meet our advisers
Mr Sanjay Patel DipPFS
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 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 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 examination assesses a knowledge and understanding of investment products and the risks involved.

What our clients say
Sanjay has provided a most impressive return on investment at a time when markets have faced considerable challenges. He is also a skilled interpreter of an investor's risk appetite and takes the time to understand the individual, personal needs of each client and then tailor a bespoke portfolio to suit their precise needs and interests.
Karen Hughes, Solihull
I cannot recommend him highly enough. I have known Sanjay for several years; Sanjay is professional and is someone who I trust. Sanjay provided me with invaluable advice in 2014. Sanjay’s advice and support has helped me to grow my money, and as a result, I always contact Sanjay as a first point of call for advice. Sanjay is an experienced financial advisor, who I believe provides an exceptional financial advice service, and has a strong ethos for exceptional standards of ongoing customer service. I would feel very comfortable referring my family or friends to Sanjay because I believe they would be in safe hands and receive a very high-quality wealth management advice service.
Mark Cox, Derbyshire
With 20+ years of working in financial services, Sanjay offered me invaluable advice. The greatest compliment I can give him - His sheer drive to achieve client goals is only matched, if not surpassed, by his practice of always putting his clients first. A consummate professional.
Vinay Raaj, Staffordshire
Very professional and knowledgeable individual. The conversation was communicated in a way I understood and portrayed his ideas with a service led approach.
Sachin Sadier, West Midlands
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.

Where to find us
Head office address: Mere Green House, 46-48 Mere Green Road, Four Oaks, Sutton Coldfield, West Midlands, B75 5BT
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
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
9.0/10
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FCA authorised
Last authorised 14th June 2021

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