True Potential Wealth Management LLP

Initial consultation free
Restricted financial adviser
I am a Passionate, Energetic and Attentive Adviser who prides himself on listening and helping clients achieve their goals.

We can advise you on

213
£100k+
£50k+
£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 Jonathan Wilcox
Wealth Management Partner

What our clients say

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Melvin Ainsworth
Firstly I would like to thank Jonathan for his help in dealing with my final salary pension transfer. I did not understand pensions greatly before meeting with him however I found he delivered the...
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Adrian Jones
I have dealt with Jonathan for a number of years and have always found him incredibly knowledgeable and professional. He has helped me formulate financial plans but more importantly for me he has...
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Karen Winrow
Jonathan has transferred my pension after doing thorough research as to whether it would have been in my best interest to do so. Also, following a large inheritance Jonathan gave myself and my...
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Veronica Dewsnap
Jonathan has been fantastic in all the time I have dealt with him. He explains things in an easy to understand and simple manner which would allow even the most inexperienced person to grasp. I am a...
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Stephen Hankinson
Jonathan has always been open, frank & honest in our discussions. He took time to listened to and understand our circumstances and in our opinion provided appropriate advice and guidance. We have...
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Christine Chatting
I had a bad experience in the past and I needed someone who came highly recommended to help with my pension and also with my investments. I would recommend Jonathan to anyone who was seeking a...

Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.
Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time.
 
Please remember your home or property may be repossessed if you do not keep up repayments on your mortgage.
 
We give clients the option to pay for mortgage advice by fee rather than commission.
 
Equity Release refers to lifetime mortgages. To understand the features and risks, ask for a personalised illustration.
 
The Financial Conduct Authority do not regulate, Will Writing, Tax Advice and Estate Planning.
The guidance and/or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
 
We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers)

Legal information

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