True Potential Wealth Management - Marcus & Tim
Initial consultation free
Restricted
Marcus Platt & Tim Edwards are based on the High Street in Mold, North Wales. We simplify pensions and investments, build clear retirement plans, and help with inheritance tax planning. Book a no-cost, no-obligation call.
We can advise you on
Clients
helped
helped
Recently added
Minimum
pension value
pension value
£50k+
Minimum
wealth
wealth
£50k+
Minimum
mortgage value
mortgage value
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Marcus Platt
Wealth Manager
Mr Tim Edwards
Wealth Manager
What our clients say
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Mrs Goodyear
Marcus has managed my pension for a number of years now. He is a trusted advisor to myself and my family. We have always received first class advice and service and I would highly recommend him
mf
Mr Fenwick
Reassuring personal service, Marcus and his team are professional and go above and beyond for their clients, they provide an excellent service, highly recommend.
mf
Mrs Fuller
It’s always reassuring to deal with Marcus and True Potential Wealth Management. My knowledge base is definitely limited regarding Pensions and investments, however details are explained in language I can understand, at a pace I can keep up with! I can’t recommend them highly enough.
mb
Mr Burgess
Friendly, knowledgeable and answered questions that I didn't understand. Excellent
Contact us
Compliance
Marcus Platt & Tim Edwards are a Restricted Financial Adviser with True Potential Wealth Management LLP (OC356611) which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Head Office: Newburn House, Gateway West, Newcastle upon Tyne, NE15 8NX. Investments can fall as well as rise; you may get back less than invested. Tax rules can change.
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