True Potential Wealth Management

Financial Adviser (Restricted Whole of Market) 7 Marina Village, Preston Brook, Cheshire, Runcorn, WA7 3BH
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
16th September 2019
Call now on or to book a convenient meeting time with Adrian.......
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying first home
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Long term care
Meet our advisers
Adrian Reese
Financial Adviser
Where to find us

7 Marina Village, Preston Brook, Cheshire, Runcorn, WA7 3BH

Make an enquiry
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 on 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. Call me now.....

Our services

We offer a very good personal service, ensuring at all points 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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Compliance

Investments - We offer advice on limited types of Products. Primarily, we will advice you on Strategy Funds and the tax wrappers held on the True Potential Investments Wealth Platform. In circumstances the Platform does not have a product to meet your needs, we will broaden our research to other companies with products not available on the True Potential Wealth Platform. You may ask us for a list of those companies.

Adrian Reese is a Registered Individual of True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FNR Number 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership. OC356611.
Adrian Reese is a Restricted Financial Adviser within True Potential Wealth Management.
Capital at Risk. Investments can fluctuate in value and investors may not get back the amount they invest. Tax rules can change at any time. Please remember your home or property may be repossessed if you do not keep up repayments on your mortgage. We give clients the option to pay for mortgage advice by fee rather than commission. Equity Release refers to lifetime mortgages. To understand the features and risks, ask for a personalised illustration. The Financial Conduct Authority do not regulate, Will Writing, Buy to Let Mortgages, Tax Advice and Estate Planning. The guidance and/or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

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