True Potential Wealth Management

Restricted - Whole of Market  7 Marina Village, Cheshire, Runcorn, WA7 3BH
First meeting at adviser's own cost
Feel free to call now, for an informal chat about your situation
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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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Accident & sickness
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Buildings and contents
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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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Payment protection insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 2nd August 2021
Meet our advisers
MR Adrian Reese
Financial Adviser
About us

With over 30 years working in financial planning, I am keen to assist people who are interested in securing a sound financial future for themselves, their family and their business if they have one. My office is situated at Preston Brook, Runcorn in Cheshire, from where I am comfortably able to service clients across Cheshire, North Wales, Merseyside and Lancashire.

If you want to really get to grips with your finances, you’re in the right place. Our technology puts you in daily contact with your investments, allowing you to better control your finances. Call me today for a free demonstration of how you can finally get control of your money.

I normally visit clients at their home or place of work if convenient and work flexible hours to provide a convenient service to you.

I can help to arrange your mortgage (or re-mortgage), offer guidance on life assurance and protection policies as well as set-up tax efficient savings and pension plans to provide capital and income in the future. For those who have a need for investment advice I can help you to ensure that your investments are structured in the most appropriate manner.

Our services

We offer a very good personal service, ensuring at all time that you have a full understanding of the advice being offered to you, in a jargon-free manner. We are also very flexible and will do our best to accommodate meetings to suit your circumstances.

Where to find us
Head office address: 7 Marina Village, Preston Brook, Cheshire, Runcorn, WA7 3BH
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

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

Response rating
7.0/10
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FCA authorised
Last authorised 2nd August 2021

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