True Potential Wealth Management

Restricted - Whole of Market  67a High Street, Haslemere, Surrey, GU27 1JU
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FCA authorised
Last authorised 24th February 2020
We specialise in Final Salary and Defined Benefit advice, with advice you can trust.
We can advise you on
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Annuity purchase
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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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Regular savings
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Income tax
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Taxation planning
Meet our advisers
Richard Wilson
Chartered Financial Planner
About us

Founded in 2007, we look after over £7 billion for our clients.

We believe that goals are your future and, for us they are the single-most important step in creating your financial plan.

That’s why we take the time to uncover the real reasons you are investing and produce a realistic plan that meets your needs.

With True Potential Wealth Management, you have an online account that enables you to track your progress whenever and wherever you decide. Plus, stay on track to reach your goal or get ahead with our unique impulseSave® technology, which enables you to add to your investment in seconds.

Our services

I specialise in assisting clients with company pension plans such as final salary and defined benefit schemes.

What matters to me is your story, understanding where you have come from and helping you to have financial freedom to be comfortable no matter what life throws at you.

I am happy to meet you in our offices in Walton on Thames or Victoria SW1, or if more convenient visit you at home.

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

67a High Street, Walton on Thames, Surrey, KT12 1DJ

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