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  11. True Potential Wealth Management LLP

True Potential Wealth Management LLP

Restricted - Whole of Market  101A Hamilton Road, Felixstowe, Suffolk, IP11 7BL
First meeting at adviser's own cost
I can assist with Final Salary Pension reviews.
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 & 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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Self-employed mortgages
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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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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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Long term care
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Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 11th January 2021
Meet our advisers
Jeffrey Coleman DipFA, CeMAP, MLIBF
Wealth Manager

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.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

What our clients say
We had noted the excellent service that Mr Coleman had given to my Father-in-law regarding his financial requirements. As a result of this when we needed some financial advice it was appropriate that we should approach Mr Coleman. He has reviewed our financial situation on a regular basis and made suitable recommendations for long and medium term investments. As a result of the advice we have benefitted from a growth in our investments and are generally pleased with everything that Mr Coleman has suggested and put in place.
Kevin Wardle, Felixstowe
I required financial planning around my goals and objectives. Jeff Coleman puts his clients interests at the heart of every decision he makes. Jeff is knowledgable and professional. The outcome was clear, concise and understandable and he was able to explain the solution without jargon. He is an advisor who builds trust and rapport.
Steve Kingston, Essex
I had several pensions and wanted to get them sorted out. Jeffrey spoke so that I could understand and was so helpful that I would recommend him to all my friends. Everything is now sorted and I do not think he could have done anything better.
Robert Bulmer, Suffolk
When my husband and I wanted to start saving we went to Jeff as he is a leading Financial Advisor. We found him to be professional, very knowledgeable and able to provide us with a range of options to suit our needs.
Alicia Liddell, Fritham
Jeff is a great professional and an expert I would recommend to anyone in need of his services
Nunu Leitao, Essex
Hi, I can recommend Jeff Coleman for his sound financial advise as he actually looks into what is the best fit for your financial needs. Jeff Coleman helped with the remortgaging of my house and pension consolidation. He was very helpful and explained the best options for my needs whilst keeping my monthly outgoings at a minimum. I have now moved all my frozen pensions into one that I can invest into at anytime and have released money from my house to renovate the property. Thanks Jamie
Jamie Harrold, Felixstowe
Jeff Coleman, is a professional Wealth and Financial adviser, I have taken his advice for the past three years and based a lot of my decisions on his extensive knowledge of Financial and Wealth management. I would recommend Jeff and his services to anyone seeking professional advice and guidance through the labyrinth of the financial markets.
Alan Meredith, Felixstowe
Jeff Coleman is a personable man of high integrity and has in depth knowledge of his subject. He advised and assisted me in dealing with various banking issues and has also put some excellent investments my way. I would recommend Jeff to anyone who requires work of this kind done. I am available for a personal recommendation should you require it.
Norman Sander, Farnborough
About us

As a Financial Adviser with True Potential Wealth Management, part of the successful True Potential Group, I am committed to delivering better value, choice and results for you.

With over 18 years experience helping individuals and families reach their financial goals, I offer a wealth of knowledge and expertise.

I provide advice on Savings and Investments, Retirement Planning, Protection, Trust and Estate Planning, and Business and Succession Planning.

I take the time to get to know you and find out what’s important to you. With this knowledge, I can produce a financial plan focused on your goals, taking into account your personal situation. In addition, through the use of True Potential’s award-winning technology, I can deliver straightforward and transparent advice in a simple and convenient way.

All my clients are empowered to take control of their futures and have access to monitor their finances 24/7 online and via tablet or smartphone. As a result, they have the potential to reach their financial goals faster.

I make no compromise. I am beyond wealth management.

Our services

*Group and Personal Pensions
*Investment Advice
*Mortgages and Mortgage Protection
*Equity Release
*Estate Planning including Will, Trusts and Lasting Powers of Attorney

Where to find us
Head office address: 101A Hamilton Road, Felixstowe, Suffolk, IP11 7BL
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 11th January 2021

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