True Potential Wealth Management - Jason Lynch - Financial Adviser in Melton mowbray

True Potential Wealth Management - Jason Lynch

Initial consultation free

Restricted

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

Clients
helped

478

Minimum
pension value

£100k+

Minimum
wealth

£100k+

Minimum
mortgage value

£0+

This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.

Meet our advisers

Mr Jason Lynch Chartered ALIBF

Chartered Financial Planner & Wealth Partner

Miss Holly Sharpe

Senior Administrator

What our clients say

Gordon

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

Michael

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

Keiron

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!

Tina

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

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.

Legal information

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