True Potential Wealth Management LLP

Restricted - Whole of Market  Newburn House, Newcastle upon tyne, Tyne and wear, NE3 3LS
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FCA authorised
Last authorised 24th February 2020
Personal one to one service with the added Technology of True Potential's Personal Client Websites.
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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Building your home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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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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Socially responsible 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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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
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Long term care
Meet our advisers
Michael Sudworth
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. We aim to put the Customer First by getting to know their needs and aspirations, by helping them set goals and try to realise their long term financial aims - retiring early, having the funds to finance their children's University Education as two examples.

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.

You the Client can choose to have YOUR OWN CLIENT WEBSITE. This gives you greater control for your financial planning with access to monitor your goals, investments, pensions, 24/7 online and via tablet or smartphone. You have greater potential to reach your financial goals and plan this at your finger tips.

Our services

The Client Website's enable you, the client to better take control of your own Financial Planning destiny with access to Goal Setting and Impulse Save Functions - clients can add monies themselves to their Retirement, ISAs and Investment Plans. We give control at your fingertips to plan and assess your journey to reaching your goals. Protection Advice as well on how to protect your money and your Family in the event of illness or injury means all round Holistic Financial Planning is Available.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Face to face

Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX

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