True Potential Wealth Management LLP

Restricted - Whole of Market  Goosefoot Lane, Bolton, Greater manchester, PR5 0RQ
First meeting at adviser's own cost
A trusted and highly experienced Financial Adviser, with expert knowledge of investments and pensions, offering local face to face advice
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 & divorce
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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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Stakeholder
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Buy my next home
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Equity release
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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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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 19th October 2020
Meet our advisers
Craig Beardwood
About us

As an experienced Financial Adviser with True Potential Wealth Management, part of the highly-successful award winning True Potential group of companies, I’m committed to delivering better value and choice for my clients by providing a financial planning service that is built on long term relationships, trust and integrity.

Managing your wealth can be complex and time-consuming. I can simplify this by addressing all aspects of your financial wellbeing, my areas of knowledge and expertise include maximising investment returns from a broad range of investments, retirement planning and wealth protection. I have vast experience in working closely with clients to understand every aspect of their wealth and financial goals, to articulate clear and tailored recommendations and ensuring any financial solutions are bespoke and focused towards their unique individual circumstances, risk appetite and objectives

Our services

We have specialist knowledge and expertise in the area of Pensions, and in particular with Personal pensions, Pension drawdown and deferred Defined Benefit (Final salary) pension schemes. We can fully assess your existing plans to ensure you are provided with all suitable options and advice in order to make an informed decision regarding your retirement plans. Contact me to arrange a free pension review.

Where to find us
Head office address: Goosefoot Lane, Samlesbury, PRESTON, PR5 0RQ
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 19th October 2020

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