True Potential Wealth Management LLP

Restricted - Whole of Market  50 Horsey Road, Colchester, Essex, CO4 3FE
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FCA authorised
Last authorised 25th May 2020
Simple. Effective. Unique.
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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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
Meet our advisers
Alex Shang-Simpson CeMAP, DipFA MLIBF
Wealth Manager
About us

We believe that investing should be easy and that it should work for you, the way you want it. True Potential Investor is designed to give you control over your financial future. We start with your goal, which provides your motivation for investing and gives you something to track performance against. After all, we understand that you’re investing for a reason and we want to make sure you get there

Our services

Using our pioneering ‘Advanced Diversification’ approach, we create and
re-balance the True Potential Portfolios with the aim of getting the best results for investors. Through our partnerships and investment intelligence, we’ve built Portfolios that are stronger than the sum of their parts.

That’s the Science of Advanced Investing.

By using Advanced Diversification as part of our investment philosophy, we’re able to find opportunities for growth that others can’t replicate, and we achieve this with a blend of behavioural and data science that reinforces our investment philosophy.

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£125,000
Advice methods
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    Face to face

50 Horsey Road, Kirby-Le-Soken, Essex, Frinton-On-Sea, CO13 0DZ

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