True Potential Wealth Management LLP

Financial Adviser (Restricted Whole of Market) 159 Heath Road, Ashton-In-Makerfield, Lancashire, Wigan, WN4 9HW
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
19th August 2019
I am a Passionate, Energetic and Attentive Adviser who prides himself on listening and helping clients achieve their goals.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buy to let
    • Buying first home
    • Flexible mortgages
    • Next home / Remortgaging
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
Meet our advisers
Jonathan Wilcox
Wealth Management Partner
What our clients say
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
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
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
Where to find us

159 Heath Road, Ashton-In-Makerfield, Lancashire, Wigan, WN4 9HW

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

Jonathan Wilcox - Restricted Financial Adviser within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FNR Number 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.

I offer advice on limited types of products. Primarily, I will advise you on Strategy Funds and tax wrappers held on the True Potential Wealth Platform. In circumstances where the platform does not have a product to meet your needs, I am able to broaden my research to other companies with products not available on the True Potential Wealth Platform. You may ask me for a list of those companies.

Investments can fluctuate in value and investors may not get back the amount they invest. Tax treatment is dependent upon individual circumstances and may be subject to change in the future.
Non-investment protection contracts.

We offer non-investment protection products (e.g. term assurance, income protection and critical illness from a range of insurers.
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.

Tax rules can change at any time.

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.

Similar advisers near you

Independent Financial Adviser 4.02 mi
Trusted & Friendly Independent Financial Adviser. Member of the London Institute of Banking and Finance.
 
Independent Financial Adviser 4.46 mi
Highly experienced team of financial planners and administraors giving a personal and trustworthy financial service.
 
Independent Financial Adviser 4.68 mi
The art and science of financial planning
 
Independent Financial Adviser 4.75 mi
We show you how to identify, achieve and maintain your future lifestyle without fear of running out of money.