True Potential Wealth Management LLP

Independent Financial Adviser  Saville Court Business Centre, Bristol, Bristol, BS8 4EJ
First meeting at adviser's own cost
We are financially secure with £10.8bn assets under management. Our aim is to help clients to understand and plan a financial future. We simplify the complex and focus on the individual instead of the product. Invest with our Impulse Save app.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Bad credit
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Buying overseas
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Mortgage protection
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Critical illness
check
Healthcare
check
Home and leisure
check
Income protection insurance
check
Large business
check
Life insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
EEA
check
Rest of world
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Stockbroking services
check
Sharia finance
check
Long term care
Response rating
9.1/10
check
FCA authorised
Last authorised 6th July 2020
Meet our advisers
Jason Knowles
Wealth Management Partner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This examination assesses the candidate to develop in depth financial planning skills related to business.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

At the end of the unit candidates should be able to understand the use of platforms in providing financial services, the legal regulatory environment in which they operate and the ability to assess the suitability of platforms in meeting client requirements

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

This exam accesses understanding of the features and risks of different securities, the structure and features of the securities market and relevant factors and considerations for appropriate investment recommendations.

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

About us

We build and manage tailored portfolios. We do not compromise on proactive management, or performance.

We do not have any exit penalties, trading charges or minimum lock in periods.

Our clearly defined service lines are designed to optimise outcomes.

Our services

We specialise in:

• 30-55 year old wealth accumulators
• Sports professionals
• Entrepreneurs
• Retirees
• Divorce and Inheritance
• International clients

Where to find us
Head office address: Saville Court Business Centre, 10-11 Saville Place, Clifton, Bristol, BS8 4EJ
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£500,000
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

We are authorised and regulated by the FCA.

Response rating
9.1/10
check
FCA authorised
Last authorised 6th July 2020

Similar advisers near you

Independent Financial Adviser 0.03 mi
A trustworthy and diligent Wealth Management Company whose team have over 100 years experience in the financial planning sector.
 
Independent Financial Adviser 0.47 mi
Experts in investments and pensions. We pride ourselves on offering a personal service. Call us for a no obligation discussion.
 
Independent Financial Adviser 0.47 mi
𝐏𝐞𝐧𝐬𝐢𝐨𝐧 & 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐄𝐱𝐩𝐞𝐫𝐭𝐬. Top-rated independent financial adviser. Chartered & certified financial planners. Helping you make smart decisions with your money. Evening & weekend appointments available. Free initial consultation.
 
Independent Financial Adviser 0.47 mi
Plan for your future with confidence. We offer independent and unbiased advice, together with years of experience.