True Potential Wealth Management

Restricted - Whole of Market  136A Front Street, Chester Le Street, County Durham, DH3 3AY
First meeting at adviser's own cost
Always searching for better value and choice, clients are better informed, confident and empowered to reach their financial goals.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Defined benefit
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Long term care
Response rating
9.0/10
check
FCA authorised
Last authorised 19th April 2021
Meet our advisers
MR Sean Dawson Dip PFS
Wealth 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 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.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

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 the legislative and regulatory position of home reversion plans and their place in the advice process.

About us

We are part of the highly - successful True Potential Group and offer wealth management services to private clients, trustees and business throughout the UK. Our local Office is in Chester Le Street town center where we can meet with clients to discuss their individual needs and aspirations.
True Potential Group of companies has been recognised with seveal major industry awards.

Our services

For private clients throughout the UK who seek to be better informed and empowered to reach their financial goals, we offer a unique approach to wealth management, Unlike other financial advisory firms, we take technology further.
Through the use of True Potential's award winning systems, we provide our clients with straightforward and transparent advice in a simple and convenient way.

Where to find us
Head office address: 136A Front Street, Chester Le Street, Chester Le Street, County Durham, DH3 3AY
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
9.0/10
check
FCA authorised
Last authorised 19th April 2021

Similar advisers near you

Restricted - whole of market 0.13 mi
We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice
 
Independent Financial Adviser 0.15 mi
Our aim is to help clients make good decisions with their money. Not everyone’s financial advice is independent. Ours is.
 
Independent Financial Adviser 0.16 mi
We’ll answer the big questions in a straightforward way, such as ‘Can I afford to retire?’ ‘What will our lifestyle look like if I slow down from work?’ ‘What income can I reasonably expect from my pensions?’ and ‘Am I on track financially?’
 
Independent Financial Adviser 0.17 mi
Independent pension advice and retirement planning for hard-working folk. Let's start planning the retirement of your dreams either in branch with one of our friendly, experienced planners or by video call.