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Chris Philcox - True Potential Wealth Management
Chris Philcox - True Potential Wealth Management
Initial consultation free
Independent
Independent, FCA-regulated financial planning, specialising in pre and post-retirement advice, investment growth, protection and estate planning. We deliver financial planning that is clear to understand, clear in cost and clearly independent.
We can advise you on
Clients
helped
332
Minimum
pension value
£250k+
Minimum
wealth
£250k+
Minimum
mortgage value
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Chris Philcox DipFA DipFA
Independent Financial Planner
What our clients say
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Andy & Ruth Rotherham
We met Chris via the recommendation of a mutual colleague. Chris met us while we were on holiday to ensure the process met our timescale. This meant a long journey for him & an overnight stay. We were already impressed when we met him. We found Chris to be friendly, knowledgeable and professional in all our dealings. He was honest & truthful about timescales and ensured all were met. We would recommend him unconditionally
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Eddie & Mary
We have always felt that Chris is very knowledgable about the investment world he works in and much better than our previous advisor. We are very pleased that we met him and that he is now our advisor. Chris is a very professional and friendly person and very willing to go the extra mile, nothing is too much trouble. He is always available to answer any queries and this is done very promptly. We have and wouldn’t hesitate to recommend him to friends and family.
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M Menezes
“Having known Chris personally for many years, I was aware of his of his industry background and forged a working relationship with him when I commenced a new position at my new Company, providing client leads and requests from deals I successfully completed. This relationship has developed well over the past 2 years or more and both my clients and Company have been pleased with services provided. Chris is personable, professional and knowledgeable, and I have had first-hand experience of this having attended joint interviews with my clients at various times. I have also benefitted from Chris’s services with regards to investment business undertaken and was satisfied with the whole experience, from fact-find, recommendation, through to product completion and would not hesitate to recommend Chris to any of my clients or friends in the future. “
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Linda W
"I was one of Chris's early clients. I have found him the most helpful financial adviser I have ever had, always there to answer questions, nothing too much trouble, and his advice has been spot on. Linda Wells"
Compliance
Your home may be repossessed if you do not keep up repayments on your mortgage.
Advice is provided on an independent, whole-of-market, advised-only basis in line with FCA requirements. Clearly Independent Financial Planning Ltd operates with a strong commitment to transparency, robust governance, and delivering good client outcomes in accordance with the FCA’s Consumer Duty.
Legal information

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