True Potential Wealth Management - Jason Lynch

Restricted - Whole of Market  20 Folley Road, Leicester, LE8 0PF
First meeting at adviser's own cost
I am a Chartered Financial Planner, Pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary pension advice, investments and inheritance tax palnning.
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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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Unit trusts
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Lump sum
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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
Meet our advisers
Mr Jason Lynch Chartered ALIBF
Chartered Financial Planner & Wealth Partner

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.

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 is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

Accreditations
Chartered financial planner - individual adviser accreditation
Mr Scott Hudson
Senior Client Relationships Manager
Miss Holly Sharpe
Senior Administrator
What our clients say
What were the circumstances that caused you to look for a financial adviser? I wanted someone to help manage my long term finances. How did Jason Lynch help you? By providing excellent advice over many years Have you seen the outcome you were hoping for? Yes, my pension pot grew steadily under Jason's managment What could they have done better? Nothing
Gordon, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? My pension was under performing How did Jason Lynch help you? He turned my pension completely around to a very successful one now Have you seen the outcome you were hoping for? Absolutely I have he has done a great job for me What could they have done better? Nothing I can immediately think of to be honest
Michael, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? To look at the best way for my investment How did Jason Lynch help you? Jason explained everything clearly giving me his professional advice, guidance and support. Have you seen the outcome you were hoping for? Yes
Alison, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? Investment advice How did Jason Lynch help you? Recommended investments which have been very good in all climates Have you seen the outcome you were hoping for? Yes investments have been profitable
Tony, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? Combination of a small inheritance and redundancy/retirement How did Jason Lynch help you? Given the relatively small investment Jason met us and understood our needs. He listened, which was different to other consultants. Have you seen the outcome you were hoping for? Given the difficult financial period of our investments the results have met if not exceeded expectations.
Graham, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? Upon my retirement I needed advice concerning my pensions(s). How did Jason Lynch help you? Jason was able to advise me regarding the potential transfer of my occupational pensions to a private pension to enable drawdown. Have you seen the outcome you were hoping for? Absolutely. I have been able to pay-off my mortgage with the tax-free element of my pension release and still receive a comfortable monthly income. What could they have done better? Nothing. Jason has been able to put all the options into terms I could understand which enabled me to make an informed decision about the actions I wished to take.
Martin, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? Simply, looking for some expert advice on where and how to invest wisely. How did Jason Lynch help you? By firstly making a personal overview of our initial status and then giving options as to the best routes forward for growth. Each step being explained fully before any commitment being made. A most approachable, courteous and friendly professional. Have you seen the outcome you were hoping for? Yes, we're very happy with the results so far and so glad we have Jason as our financial advisor. What could they have done better? I honestly cannot think of any area or time where Jason could have been better. Even small details like turning up on appointment times smack on!
Keiron, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? We had many old pension accounts and needed advise on these How did Jason Lynch help you? He advised us to accumulate them altogether and which pension fund was most suitable for our circumstances . Have you seen the outcome you were hoping for? So far so good
Tina, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? Initially, almost twenty years ago, we needed advice on investing an inheritance and setting up a trust fund for one of our sons. Jason was recommended by a colleague. How did Jason Lynch help you? He talked us through our investment options in a clear way and explained the risks involved, which enabled us to make informed choices without feeling under any pressure. Have you seen the outcome you were hoping for? Yes.
Stephen, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? I had numerous bits of pensions from old employments and needed to plan my pension for the future plus I was looking for a house and needed a new mortgage and insurances. How did Jason Lynch help you? he advised on a pension strategy for the long term and advised on the best mortgage deals at that time. Have you seen the outcome you were hoping for? yes What could they have done better? if I knew this would I need a financial advisor?
John, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? I don't understand investments enough so wanted someone I could trust with my investments. How did Jason Lynch help you? I've used Jason for over 20 years now. From investments for my children, mortgage, pensions and illness protection. Have you seen the outcome you were hoping for? Yes What could they have done better? Nothing
Paul, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? I was left a legacy in 2001, and so looked for financail advice to help me manage it How did Jason Lynch help you? Mainly later, when I was reviewing my retirement plans: Jason helped guide me through my options and helped me manage my pension and drawdown. He also provided advice on some investments, and also on the general management of my finances. Have you seen the outcome you were hoping for? Yes - very happy with the performance of my pension portfolio and the advice and explanations Jason has given around the subject. The other investment funds have performaed satisfactorily. What could they have done better? Nothing really, i am very happy with the service received.
Richard, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? My previous financial advisor had been deregulated How did Jason Lynch help you? For a person with limited knowledge of pensions and investments and a mistrust of advise from previous bad experience. Jason Lynch put my mind at rest as to whom I should place my Sipp with and reassured me during the 2018 downturn with positive and historical data. Have you seen the outcome you were hoping for? Most definitely. What could they have done better? Nothing.
Robert, Verified VouchedFor Review
About us

I am very fortunate to work with a great team at True Potential, that include my Client Relationship Manager, Scott Hudson and Senior Administrator, Holly Sharpe, as well as an excellent compliance team, overseeing the running of the business as a whole. Jointly, we ensure that your financial journey with us, is stress-free, rewarding and enjoyable.

True Potential are one of the UK’s most innovative financial services groups, providing investment and pension solutions and award-winning technology to over 1.4 million private clients. As a company, we manage over £17 billion of client's assets, using some of the most highly regarded, global investment fund managers. Our investment committee is made up of experts that will ensure that your money is looked after and managed effectively, in accordance with your attitude to risk, taking any worry or strain away.

We are of course, overseen by the Regulator so you can have confidence that you will always be in safe and trusted hands.

Our services

Your needs, goals and financial objectives will be at the heart of our discussions and I will endevour to ensure that these are met, whilst also being open and honest and realistic with my advice to you.

It can be daunting taking that first step with an adviser, but I am confident that you will feel immediately at ease and know that I have your best interests at heart. I will be here to help and guide you through all areas of financial planning, and you will be empowered to take control of your finances and make informed decisions about yours and your family's future.

I consider myself, from a business perspective, to be knowledgable, efficient and very personable but also put honesty and integrity at the top of the list. Family orientated, I also enjoy football (watching and playing), tennis and golf.

The next steps are to have an open conversation so I can understand your objectives. This is free of charge and you are under no obligation to take things forward.

Where to find us
Head office address: 20 Folley Road, Kibworth Beauchamp, Leicester, LE8 0PF
Service coverage
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
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
Compliance

Jason Lynch 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.

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.

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