True Potential Wealth Management

Independent Financial Adviser  65 Ware Street, Kent, ME14 4PG
First meeting at adviser's own cost
We are financially secure with >£18bn assets under management. Our aim is to help clients to understand and plan a financial future. We simplify the complex in a relaxed and friendly manner.
We can advise you on
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Annuity purchase
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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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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Lump sum
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Capital gains tax
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Estate planning
Response rating
7.0/10
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FCA authorised
Last authorised 29th November 2021
Meet our advisers
MR Russell Ludwin
Financial adviser
About us

I am extremely fortunate to work with a great team at True Potential, including the compliance team that ensure oversight, as required by the Regulator. True Potential are one of the UK’s most innovative financial services groups, providing investment and pension solutions and award-winning technology to over 1.4 million private clients. We manage over £18 billion of client's assets, using some of the most highly regarded, best of breed, investment fund managers. You will always be in safe and trusted hands, throughout your financial journey.

From a business perspective, I am focused, proactive and thorough and personal qualities include being positive, trustworthy and approachable. I have a particular interest in tennis, football and BBQing .

Our services

As your Financial Adviser, I begin with a free initial consultation to understand your objectives and aspirations. I will help you realise these goals with a tax efficient, measured and realistic approach. As a result, you will be better informed, confident and empowered to reach and visualise your financial future. I will explain my fees and other associated costs in a clear and concise way. I am completely transparent, and you will never encounter any hidden surprises.

Once I fully understand your circumstances and what you are wanting to achieve, I will tailor a plan specifically for you (and family) and explain my advice simply and in a jargon-free manner. This will allow you take control of your finances and make informed decisions that will shape your future. I am keen to be remembered as the friendly face that helped make sense of all areas of your financial planning

Where to find us
Head office address: 65 Ware Street, Bearsted, Kent, ME14 4PG
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£51,000
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
7.0/10
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FCA authorised
Last authorised 29th November 2021

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