True Potential Wealth Management LLP

Financial Adviser (Restricted Whole of Market) Newburn House, Newcastle, Tyne and Wear, NE15 8NX
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
9th September 2019
Pension Transfer Specialist
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • ISAs
    • Investing for income
    • OEICs
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Estate planning
Meet our advisers
Don Axtell DipPFS
Partner
Where to find us

Newburn House, Newcastle, Tyne and Wear, NE15 8NX

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Compliance

Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time.
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.
The Financial Conduct Authority do not regulate, Will Writing, Tax Advice and Estate Planning. 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.
We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers.
Don Axtell is a Restricted Financial Adviser within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 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. Investments - We offer advice on limited types of Products. Primarily, we will advise you on Strategy Funds and the tax wrappers held on the True Potential Investments Wealth Platform. If the Platform does not have a product to meet your needs, we will broaden our research to other companies with products not available on the True Potential Wealth Platform. You may ask us for a list of those companies.

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