True Potential Wealth Management

Restricted - Whole of Market Office 15, 1a Uppingham Gate, Ayston Road, Uppingham, Rutland, LE15 9NY
First meeting at adviser's own cost
Response rating
9.5 /10
FCA verified
2nd December 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 & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Employee benefits
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group private medical insurance
    • Group risk
    • Sharia finance
    • Long term care
Meet our advisers
Adam Jarrett APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Where to find us

Office 15, 1a Uppingham Gate, Ayston Road, Uppingham, Rutland, LE15 9NY

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
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0

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