Chris Philcox - True Potential Wealth Management

Restricted - Whole of Market  Westlea, Swindon, SN5 7EX
First meeting at adviser's own cost
I have been helping clients achieve their financial goals for over 13 years. I specialise in retirement planning, including the complex area of Defined Benefit pensions. I hold advanced retirement qualifications, ensuring the very best outcome and advice.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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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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Stakeholder
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Wealth management
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Investing for income
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Estate planning
Response rating
9.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Chris Philcox DipFA
Financial Adviser

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

This qualification assesses a knowledge and understanding financial planning fundamentals, the six steps of financial planning, savings and investments, tax treatment, assets and liabilities, risk and ethics and codes of practice in the application of the financial planning process.

Miss Emma Wheeler
Mortgage Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This exam accesses understanding of the financial services industry including regulation and legislation.

What our clients say
"I have known Chris for many years, since he worked as a senior advisor for a large building society. Even back then he stood out from the rest in that work was carried out enthusiastically to make the most of available resources, and give what turned out to be very good advise. He is currently looking after our interests with True Potential, my wife has now also joined his client base. Everything has been explained and talked about in great detail so that the best options for us could be chosen. We both find his approachable and professional manner a breath of fresh air compared to some we experienced in the past and are very pleased with the services offered, and the performance achieved. Very highly recommended."
Richard Barnard, Caterham, Surrey
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
Andy & Ruth Rotherham, Leigh-on-Sea
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.
Eddie & Mary, New Romney
"I am very pleased to have Chris (Philcox) as my Financial Advisor - it has been very reassuring for me. He is always very punctual and polite when visiting me for my annual review. If I send an email asking any type of question he is always very prompt with his response and always gives me a respectful and easily understood reply. He explains things in a way that is not complicated and he is also very patient when I ask him to repeat things."
Mrs A Harmer, Tonbridge
“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. “
M Menezes, Bexhill-on-Sea
"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"
Linda Wells, Orpington
What were the circumstances that caused you to look for a financial adviser? Retirement planning and investment advice. How did Chris Philcox help you? Genial from the outset, Chris made me feel that this was about what I needed and not about selling. Have you seen the outcome you were hoping for? It's been superb and exactly what I hoped for. What could they have done better? Nothing. He didn't push and I felt in control the whole time. This young man will go a long way. Customers first, profit second.
Mark Hayward, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? Had a pension transfer to consider and True Potential was recommended to me How did Chris Philcox help you? in lots of ways, not just on our pension but how we should review our finances going forward, opened our eyes to lots of different things Have you seen the outcome you were hoping for? yes and more What could they have done better? to be honest no, we are very happy at the moment
Janice Davies, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? Approaching retirement How did Chris Philcox help you? By pointing me in the right direction and saving me from paying too much tax going forward. Have you seen the outcome you were hoping for? Yes Chris has been really helpful in showing how best to use my pension and to make sure the funds are there for our future What could they have done better? I really don't think Chris could have done anything better just keep doing what you are best at
David Brockhurst, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? I needed a pension put in place. I was also in need of advice with my mortgage and life insuarance How did Chris Philcox help you? He explained my options in a very clear concise way. I get very confused with what's available and he managed to put it all in layman's terms so j understood Have you seen the outcome you were hoping for? Yes - the money I have invested in my pension has grown substantially What could they have done better? I can't think of a thing - where advice goes Chris had it covered
Sarah Nicholls, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? I was exploring my retirement options and the benefits of my existing scheme versus a personal pension How did Chris Philcox help you? He was fantastic. He explained the pro's and cons of my current scheme and the benefits of a personal pension. I couldn't believe the time he took to go through everything to make sure we were fully aware of what we were doing and why we were doing it. Have you seen the outcome you were hoping for? Absolutely, we decided to transfer my pension for the flexibility and to allow me to go part time at work, which has been a brilliant decision. He is there whenever we need him and have already begun telling people at work about him as he is far cheaper than what some colleagues have paid and by the sounds of it his service is in a different league!! What could they have done better? Met him 2 years earlier!!!
Richard, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? Although I have a good understanding of financial issues, I needed someone who was completely up to date on present day issues and who would explain all my options in an easy to understand way. I needed the best, trusted advice I could get. How did Chris Philcox help you? Chris went through my current financial situation and then explained to me all my options. He has always been extremely helpful and supportive when I had any questions and there was never a moment I felt I was a bother to him. Have you seen the outcome you were hoping for? My pension has given me a good return and is still continuing to do so, even with Covid 19 and Brexit. What could they have done better? No, Chris has been absolutely superb. If my situation was to change I know he would be there to help me in any way.
David Walker, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? The company that my existing pension had been with had not giving me the best rate of investment, thus it was losing money. How did Chris Philcox help you? He sat down and clearly explained how true potential worked, their back ground and tried to explain how my money is invested in simple terms as I have only limited financial knowledge. He has always answered any of my questions promptly. Have you seen the outcome you were hoping for? I am a new customer so I am still waiting to see the effects of my investments but I can see on the app how it is progressing. What could they have done better? I received a good service so can’t think of any ways it could be improved
Alison, Verified VouchedFor Review
About us

I am a Financial Adviser with True Potential Wealth Management, part of the higIhly-successful True Potential group of companies who operate nationwide.

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 for both you and your family.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from pension and retirement structuring through to investment and estate planning.

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

I am expertly placed to offer advice and solutions on a number of financial and wealth management issues including:

- Specialist advice on Defined Benefit Pensions (I never outsource to third parties and will help you through the complexities from start to finish).
- Retirement planning
- Taking retirement benefits
- Investments
- Tax planning
- Trust and Estate planning

Where to find us
Head office address: Westlea, Rivermead Drive, Swindon, SN5 7EX
Service coverage
Preferred clients
Minimum wealth (income/assets)
£251,000
Minimum pension value
£251,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

True Potential LLP is registered in England and Wales as a Limited Liability Partnership No. OC380771.

Registered head office : Gateway West, Newburn Riverside, Newburn, Newcastle Upon Tyne, NE15 8NX

We use meeting facilities around the UK however the above address is our only registered office.

Response rating
9.0/10
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FCA authorised
Last authorised 13th September 2021

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