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 planning.
We can advise you on
Clients
helped
349helped
Minimum
pension value
£100k+pension value
Minimum
wealth
£100k+wealth
Minimum
mortgage value
£0+mortgage value
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
g
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...
k
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...
t
Tony
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...
m
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...
t
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...
m
Martin
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...
Compliance
Jason Lynch is a Chartered 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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