True Potential Wealth Management LLP
Initial consultation free
Restricted
I am a Passionate, Energetic and Attentive Adviser who prides himself on listening and helping clients achieve their goals.
We can advise you on
Clients
helped
helped
254
Minimum
pension value
pension value
£100k+
Minimum
wealth
wealth
£50k+
Minimum
mortgage value
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 Jonathan Wilcox
Wealth Management Partner
What our clients say
ma
Melvin Ainsworth
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
vd
Veronica Dewsnap
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.
aj
Adrian Jones
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.
sh
Stephen Hankinson
Jonathan has always been open, frank & honest in our discussions. He took time to listened to and understand our circumstances and in our opinion provided appropriate advice and guidance. We have known Jonathan now for around 6 years and he has always made the sometimes complicated areas of pension planning and tax advice understandable. We are happy with how matters have progressed over the time we have known Jonathan, particularly over some difficult years of financial market instability as a result of COVID, the war in Ukraine and the current cost of living crisis.
Compliance
Your home may be repossessed if you do not keep up repayments on your mortgage.
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. Please remember your home or property may be repossessed if you do not keep up repayments on your mortgage. We give clients the option to pay for mortgage advice by fee rather than commission. Equity Release refers to lifetime mortgages. To understand the features and risks, ask for a personalised illustration. The Financial Conduct Authority do not regulate, Will Writing, Tax Advice and Estate Planning. The guidance and/or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers)
Legal information
While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries.
To check that an adviser is regulated, you can contact the relevant regulatory or professional body.
Access to and use of this online directory is subject to unbiased.co.uk website terms and conditions and privacy policy.
This service is provided by Unbiased Group Services Ltd which is an appointed representative of Prosper Capital LLP (FRN53007) which is authorised and regulated by the Financial Conduct Authority.