True Potential Wealth Management LLP

Restricted - Whole of Market  Newburn House, Stockton on tees, Durham, TS18 2AJ
First meeting at adviser's own cost
Pension Transfer Specialist
We can advise you on
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Annuity purchase
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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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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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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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Taxation planning
Response rating
7.0/10
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FCA authorised
Last authorised 3rd August 2020
Meet our advisers
Don Axtell DipPFS
Partner
About us

True Potential offer a unique approach to financial advisory services for clients throughout the UK. We use the latest technology to provide straightforward and transparent financial advice in a simple and convenient way, along with giving you 24/7 online access to your complete financial affairs.
The Group had a turnover of £69 million for 2016.
The Group had a net profit of £15 million for 2016.
True Potential provide products and technology to over 1.4 million private clients in the UK.

Our services

I joined True Potential Wealth Management in 2012 and have since become a Pension Transfer Specialist. This is my main area of expertise; I have the qualifications to advise on final salary (Defined Benefit) pensions as well as personal pensions. I also specialise in investment planning and inheritance tax planning.

Where to find us
Head office address: Newburn House, Newcastle, Tyne and Wear, NE15 8NX
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 3rd August 2020

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