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  11. True Potential Wealth Management LLP

True Potential Wealth Management LLP

Restricted - Whole of Market  21 Cotswold Avenue, Ipswich, Suffolk, IP1 4LL
First meeting at adviser's own cost
I'm a local financial adviser with 25 years experience of helping clients achieving their ambitions. Hopefully I can help you.
We can advise you on
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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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Buy my next home
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Equity release
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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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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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Critical illness
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Income protection insurance
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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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Long term care
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Response rating
9.0/10
phone Show number
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FCA authorised
Last authorised 20th September 2021
Meet our advisers
MR Russell John Wiles AIFP, Dip PFS, Cert CII (MP & ER)
Financial Adviser/Partner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

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 qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

ACSI membership of the CISI, and denotes commitment to professionalism. It is awarded to those with a suitable combination of qualifications and experience.

What our clients say
Russell has excellent people skills. He was my adviser just after my husband died and I had to deal with a large - by my standards - sum of insurance money. Russell was very kind, tolerant and empathetic, which I needed as I felt bereaved, vulnerable and out of my comfort zone with money. I wanted low-risk options, which is what he found for me. I always found our regular meetings reassuring. He inspired confidence and came across as a good person.
Liz Minister, Suffolk
He presents as a person of diligence, integrity and professionalism with the clients' interests uppermost. He is approachable and is unstinting of his time.
J.East, Suffolk
Russell has always conducted our discussions in a most friendly, professional and courteous manner. He has always explained every point in a way we fully understood. Before we met Russell our finances were in a chaotic state. We had money sitting in various accounts doing little and earning even less. With Russell's help our financial rewards have increased dramatically and perhaps the biggest advantage is that he has taken away the worry of what to do. We had neither the time, the inclination or the expertise to rectify this situation ourselves and after dealing with him we would have no hesitation in recommending his services to anyone.
Steve L., Essex
Very professional, punctual and amicable.
R Hunt, Norfolk
I have known Russell for a number of years. He has always given me very good service & very good advise. He is always prompt for appointments. I would recommend him and will continue to use him.
Steve B., Stowmarket
I have employed the services of Russell Wiles for advice on savings and pensions. I have found his knowledge of financial matters to be first class. His advice is given without bias or prejudice. His recommendations are presented clearly and in a professional manner. I have every confidence that, when acting on my behalf, Russell always has my best interests at heart. Russell is always courteous, and easy to deal with. He presents himself well, and comes across as thoroughly diligent and professional. I can certainly commend Russell’s services to a third party.
Ian D., Colchester
I KNEW RUSSELL WHEN HE WORKED FOR LLOYDS AND DECIDED TO COME TO HIM WHEN HE BECAME INDEPENDENT AS I NEEDED A MORE PERSONAL SERVICE. HE CAME TO SEE ME AND WE HAVE HAD A NUMBER OF PERSONAL MEETINGS AT MY HOME AND HE HAS HELPED ME WITH MY PENSION. MY INVESTMENTS HAVE DONE BETTER THAN EXPECTED THANKS TO RUSSEL'S HELP AND ASSISTANCE.
Mark S., Felixstowe
The unfortunate loss of my husband last year meant having someone I trusted to give me advice as and when I might need it became more important. Previously we relied on the service provided by our bank, but that has changed and is now not based locally. I needed someone to take responsibility for my investments. He has enabled a variety of different accounts and investments to be brought together in a more manageable form, minimising the tax payable, tieing up a number of loose ends and doing so in an easily understandable way. I am very happy with what Russell has done for me.
Jan F., Ipswich
About us

I am a whole of market financial adviser offering clients a jargon free service and complimentary initial meeting to review your current pension, retirement, savings and overall financial position. True Potential offer clear, transparent and affordable financial advice. With the support of a national firm behind me I am able to make optimum use of the latest technologies. As a result I have the capacity to develop class leading propositions to make your advice experience as efficient as possible. I take pride in delivering a highly personalised service by genuinely getting to know individual needs and requirements. If you feel you might need advice please don't hesitate to get in touch, either by emailing me at: <email address hidden> or phoning on: <phone number hidden> or <phone number hidden>.

Our services

We recognise that our client’s needs and objectives vary enormously. That’s why we provide a range of services designed to suit your requirements, with the aim of bringing your future plans and aspirations to fruition. Our friendly and approachable staff take the time to get to know your needs, and ensure that any plans put in place are ideally suited to your requirements. We endeavour to build a long term relationship with our clients and offer a choice of ongoing services in order to keep all plans on track. We believe this to be as important as the initial advice.

Where to find us
Head office address: 21 Cotswold Avenue, Ipswich, IP1 4LL
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Special offers
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Offers terms
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
phone Show number
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FCA authorised
Last authorised 20th September 2021

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