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  11. True Potential Wealth Management

True Potential Wealth Management

Restricted - Whole of Market  Regus, Lancashire, Bolton, BL1 2AX
First meeting at adviser's own cost
I specialise in open and honest advice. Ensuring your needs are the most important detail.
We can advise you on
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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Wealth management
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Ethical investments
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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
Make an enquiry Request a call back Recommend to a friend
Response rating
9.4/10
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FCA authorised
Last authorised 26th July 2021
Meet our advisers
MR Garry Goodinson
Financial Adviser

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

What our clients say
I have known Gary for number if years now, I first met him when he worked in a high street bank. Gary is personable, knowledgable, a good sense if humour and honest. You don't get the bullshit ( sorry but I could think of a more suitable word) with Gary. He will explain things in simple terms, time and time again, if necessary, until I get it. I would recommend Gary as an advisor, he is one in a million.
Samantha Houldsworth, Blackburn
Excellent service. Answers my queries with knowledge and understanding. He comes to see us at our home which I find much easier for me. Nothing seems to be too much trouble and find his advice to be very credible
Patricia Olivant, Blackburn
Garry has been an advisor for us for over two years now. We have found him to be very helpful. approachable and friendly. He has always been punctual with all our appointments. We would highly recommend him to other people.
Mary Mitchell, Burnley
About us

I specialise in helping you to prepare for your retirement. If you have pensions or investments of any type and are planning your retirement, or are just wanting to get organised. I am able to help you get in shape, financially. If you have an old occupational pension, then we need to talk to go through your options, as you have numerous options now. I have 19 years experience of helping clients meet their financial goals. I cut through the jargon of the financial world so that you can easily understand the plans we will make together. I will continue to guide and advise you through the term of our plans also. I offer advice on limited types of products. Primarily, I will advise you on Portfolios and tax wrappers held on the True Potential Wealth Platform. In circumstances where the platform does not have a product to meet your needs, I am able to broaden my research to other companies with products not available on the True Potential Wealth Platform. You may ask me for a list

Our services

Help you to prepare properly for your retirement. I make plans with my clients to help them make the most of their money. What I do really well is then I keep in touch and help to guide them throughout the term of those plans. I have helped all of my clients make their money work harder for them within investments and also pensions. I can also ensure that you and your loved ones are adequately protected.

Where to find us
Head office address: Regus, 120 Bark Street, Lancashire, Bolton, PR4 5PN
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
9.4/10
phone Show number
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FCA authorised
Last authorised 26th July 2021

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