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  7. True Potential Wealth Management

True Potential Wealth Management

Restricted - Whole of Market  Office 15, 1a Uppingham Gate, Uppingham, Rutland, LE15 9NY
First meeting at adviser's own cost
Planning for the financial future is more than just looking at numbers; it’s the people and their goals that matter.
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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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Sharia finance
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Long term care
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Response rating
10/10
phone Show number
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FCA authorised
Last authorised 25th October 2021
Meet our advisers
MR Adam Jarrett APFS
Chartered Financial Planner

This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.

Accreditations
Chartered financial planner - individual adviser accreditation
About us

As a Chartered Financial Planner, I offer either a holistic or focused approach with my clients, depending on their preference when assisting with their Financial Planning needs. I can assist clients with a wide range of Financial Planning areas, including, but not restricted to:

Retirement Planning;
Lifestyle Planning;
Tax and Estate Planning;
Wealth Creation, Preservation and Management;
Protection for your family and beneficiaries; and
Protection for your business.

I follow a goals-based approach to Financial Planning to ensure that a client’s goals and objectives are at the heart of everything I do. Identifying, addressing and continuously monitoring those goals and objectives is the only true way of ensuring a client’s plan remains on track to achieve them.

Our services

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

Where to find us
Head office address: Office 15, 1a Uppingham Gate, Ayston Road, Uppingham, LE15 9NY
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
10/10
phone Show number
check
FCA authorised
Last authorised 25th October 2021

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