True Potential Wealth Mgmt

Restricted - Whole of Market  Bridge House, Bewdley, DY12 1AB
First meeting at adviser's own cost
We appreciate that big financial decisions are amongst the hardest and most stressful that you will have to make. We see our role as helping to alleviate that stress by giving you clear, straightforward options to help you make the best decisions you can.
We can advise you on
check
Annuity purchase
check
Defined benefit
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
ISA / Unit Trusts / OEICs
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Lump sum
check
Regular savings
check
Savings for children
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
Response rating
7.0/10
check
FCA authorised
Last authorised 27th June 2022
Meet our advisers
Alex Boni DipPFS IMC
Wealth Management Partner

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

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 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 in depth financial planning skills related to investments and the management of investment portfolios.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

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 portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

At the end of this unit, candidates should be able to demonstrate their ability to apply and evaluate the supervision principles and practices in a retail financial services business

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

Paul Boni DipPFS
Wealth Management Partner

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

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 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 qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

About us

We specialise in helping our clients make the most of their savings with holistic financial planning that is tailored to their specific needs over the course of their lifetimes. On average, we have been working with our clients for over 20 years, helping them navigate the complexities of investments, the uncertainties of markets and the ever-changing legislative landscape.

There is no ‘one size fits all’ approach to financial planning and we recognise that everybody’s needs and objectives are unique to them. We work with our clients to establish exactly what they want to be able to achieve and build them a bespoke financial plan to help them achieve it.

And because we know that life is always in motion, we continuously monitor and adapt each client’s financial plan to ensure that keeps pace with how their lives change.

Our services

The service that we provide is underpinned by a single guiding principle: being fiercely loyal to our clients.

Our business is built on the belief that the key to future success is through establishing long-term mutually beneficial relationships with our clients and this is achieved by developing strong mutual trust and respect through a professional, ethical and friendly approach.

Regardless of your needs, our starting point is always getting to know you as a person understand what it is that you would like to achieve. From there, we will put together a comprehensive financial plan that is tailored to your needs and considers all factors relevant to your personal circumstances.

Because our service is highly personalised, we always encourage you to contact us whenever you wish to discuss your finances or any other area of concern. Importantly, you will always be dealing with a business partner who is familiar with your circumstances.

Where to find us
Head office address: Bridge House, Riverside North, Bewdley, DY12 1AB
Preferred clients
Minimum wealth (income/assets)
£251,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 27th June 2022

Similar advisers near you

Independent Financial Adviser 0.14 mi
We are still providing advice during these uncertain times, but are choosing not to meet with clients to try to ensure our mutual safety. Please email us should you require financial advice. Our specialisations lie within constructing tax efficient investment portfolios and retirement planning, be it 'saving for' or 'at retirement' solutions*
 
Independent Financial Adviser 0.21 mi
We are an independent, directly authorised company based in Bewdley run by the director and Chartered Financial Planner with the support of an admin team that has a wealth of experience in financial services.
 
Independent Financial Adviser 0.32 mi
My goal is to make complicated financial planning matters easy to understand and to assist my clients in achieving their goals.
 
Independent Financial Adviser 2.61 mi
Johanne and Julian offer professional financial advice, helping you to secure you and your families future.