True Potential Wealth Management LLP

Restricted - Whole of Market  159 Heath Road, Wigan, Greater manchester, WN4 9HW
First meeting at adviser's own cost
I am a Passionate, Energetic and Attentive Adviser who prides himself on listening and helping clients achieve their goals.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Buy my next home
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Buy to let
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Buying first home
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Flexible mortgages
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Next home / Remortgaging
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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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Lump sum
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Regular savings
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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
Response rating
7.0/10
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FCA authorised
Last authorised 14th September 2020
Meet our advisers
Jonathan Wilcox
Wealth Management Partner

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

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

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

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

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

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.

What our clients say
I have dealt with Jonathan for a number of years and have always found him incredibly knowledgeable and professional. He has helped me formulate financial plans but more importantly for me he has reviewed these with me on ongoing basis. This has enabled me to know exactly where I am upto, which for me is crucial, I have not experienced this before. I would strongly recommend Jonathan to anyone considering financial options.
Adrian Jones, Wigan
Jonathan has been fantastic in all the time I have dealt with him. He explains things in an easy to understand and simple manner which would allow even the most inexperienced person to grasp. I am a quite an elderly lady and therefore I require patience and Jonathan deals with this in a Professional & Understanding manner. I look forward to dealing with Jonathan for years to come.
Veronica Dewsnap, Stockport - Romiley
Firstly I would like to thank Jonathan for his help in dealing with my final salary pension transfer. I did not understand pensions greatly before meeting with him however I found he delivered the advice in a way which made me understand them more. He was very passionate about providing me with advice as I had began the process elsewhere, however he was more reasonable with his charges and I just trusted him more. I have already recommended Jonathan to friends and family and would have no problem recommending him to anyone. I am already looking forward to our meeting next year. Thanks again
Melvin Ainsworth, Southport
About us

I have worked within Financial Services all my working life and I thrive and enjoy helping clients meet their financial goals. I cut through the financial jargon so that you can easily understand the plans we will make together. For me it is very important to have an ongoing relationship with my clients to ensure we are tracking and monitoring your progress towards your GOAL. I will look to guide and help you along the way to ensure continuity of service. I am an Adviser that enjoys providing Holistic Financial planning and as such I will assess your full circumstance. I treat each of my clients as an individual, as that’s what you are. You will never feel like a number, I will value you.

Our services

For me, planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most.

I recognise not every client is the same and each persons personal situations are unique. I enjoy taking time to get to know each of my clients and what is important to them. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, leaving a legacy to your loved ones or a cherished cause, or simply buying a Ferrari, I can work with you every step of the way.

Where to find us
Head office address: 159 Heath Road, Ashton-In-Makerfield, Lancashire, Wigan, WN4 9HW
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 14th September 2020

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