True Potential Wealth Management

Financial Adviser (Restricted Whole of Market) CP Financial Planning Ltd, Innovation Centre, Highfield Drive, St Leonards-On-Sea, East Sussex, TN38 9UH
First meeting at adviser's own cost
Response rating
9.2 /10
FCA verified
12th August 2019
Your future is important whatever your stage in life from repaying debt to ensuring you never run out of money!
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • ISAs
    • Investing for income
    • OEICs
    • Lump sum
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
Meet our advisers
Chris Philcox DipFA
Financial Adviser
Where to find us

CP Financial Planning Ltd, Innovation Centre, Highfield Drive, St Leonards-On-Sea, East Sussex, TN38 9UH

Make an enquiry
About us

As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I'm committed to delivering better value and choice for my clients.

For me, planning for the financial future is more than just looking at numbers; it's the people and dreams behind the figures that matter the most.

Recognising that everyone's personal situations are unique, I will take the time to get to know you and what's important. Whether it's a worry-free retirement, saving for your children's education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from investments and insurance to tax and estate planning 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 your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.

Our services

I build long lasting relationships with clients built on trust and understanding. Using high end technology, together we can help you visualise your financial goals in a clear and uncomplicated manner and take the headache out of future proofing your finances

We are expertly placed to offer advice and solutions to a number of financial and wealth management issues including:

- Specialist Pension Advice
- Retirement planning
- Investments
- Insurances
- Tax planning
- Trust and Estate planning
- Business and Personal protection
- Savings

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£0
Compliance

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. If 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.

Chris Philcox 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.

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.

We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers.

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