True Potential Wealth Management LLP

Restricted - Whole of Market  101A Hamilton Road, Ipswich, Suffolk, IP3 9RT
First meeting at adviser's own cost
I can assist with Final Salary Pension reviews.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Buy my next home
check
Buy to let
check
Buying first home
check
Flexible mortgages
check
Next home / Remortgaging
check
Self-employed mortgages
check
Wealth management
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
OEICs
check
Offshore investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Estate planning
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 6th July 2020
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
Advice methods
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

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

Response rating
7.0/10
check
FCA authorised
Last authorised 6th July 2020

Similar advisers near you

Independent Financial Adviser 0.61 mi
Pride ourselves on a personal service and offering truly independent financial advice on all investments, pensions and financial planning matters.
 
Independent Financial Adviser 2.24 mi
Wherever a client or business may be in their financial lifecycle we can assist them. Successfully navigate your financial future.
 
Independent Financial Adviser 2.26 mi
 
 
Independent Financial Adviser 2.59 mi
Our advice is based on listening to your needs and objectives and then creating with you a comprehensive financial plan