True Potential Wealth Management

Financial Adviser (Restricted Whole of Market) 13 Main Road, Glaston, Rutland, Oakham, LE15 9BP
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
12th August 2019
Planning for the financial future is more than just looking at numbers; it’s the people and their goals that matter.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • 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
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Adam Jarrett APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Where to find us

13 Main Road, Glaston, Rutland, Oakham, LE15 9BP

Make an enquiry
About us

As a Chartered Financial Planner, I offer either a holistic or focused approach with my clients, depending on their preference when assisting with their Financial Planning needs. I can assist clients with a wide range of Financial Planning areas, including, but not restricted to:

Retirement Planning;
Lifestyle Planning;
Tax and Estate Planning;
Wealth Creation, Preservation and Management;
Protection for your family and beneficiaries; and
Protection for your business.

I follow a goals-based approach to Financial Planning to ensure that a client’s goals and objectives are at the heart of everything I do. Identifying, addressing and continuously monitoring those goals and objectives is the only true way of ensuring a client’s plan remains on track to achieve them.

Our services

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing, while offering exclusive opportunities. Plus, through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way, along with giving you 24/7 online access to review your financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

Adam Jarrett is a Restricted Financial Adviser within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 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.

Investments - We offer advice on limited types of Products. Primarily, we will advise 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.

Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time.

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