True Potential Wealth Management LLP

Independent Financial Adviser  4 Church Close, Rotherham, S66 8JX
First meeting at adviser's own cost
I offer a free no obligation initial meeting to establish what my clients need and exactly how I can help. I believe an advisers job is to protect and improve by understanding client needs and providing products and services best suited to meet them.
We can advise you on
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Annuity purchase
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Defined benefit
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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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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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Unit trusts
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Lump sum
Response rating
9.3/10
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FCA authorised
Last authorised 15th August 2022
About us

I am an experienced Chartered Financial Adviser with True Potential Wealth Management LLP which is one of the UK's largest advisory businesses devoted to helping individuals with their financial planning. I am also a Final Salary Pension Transfer Specialist and have helped many of my clients to navigate this very complex area. I also subscribe to the pension transfer gold standard giving my clients an extra level of assurance.

My career has encompassed many aspects of Financial Services including being a Bank Manager, a consultant for the Financial Conduct Authority (checking the quality and suitability of advice given by firms conducting pension transfers and investments) and a Financial Adviser.


Many of my clients have become personal friends over the years because I genuinely care about looking after them and their families not just today but in the longer term as well.

Our services

I provide advice in the following areas;
Final Salary pension transfers, personal pensions, investments and equity release mortgages.

Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.

True Potential pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry.

We believe in face to face service and have a large team of Advisers spread across the UK.

Where to find us
Head office address: 4 Church Close, Maltby, Rotherham, S66 8JX
Service coverage
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£101,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
9.3/10
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FCA authorised
Last authorised 15th August 2022

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