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A financial planthat’s personal to youA financial planthat’s personal to you
Expert supportwhenever you need itExpert supportwhenever you need it
24/7 accessto your money24/7 accessto your money
A more personal approach to your money management
Your long-term goals are unique to you, which is why we’ll design a financial plan that’s personalised for your circumstances and aspirations.
Our highly qualified financial advisers take a holistic approach to creating, supporting and reviewing your plan.
Here’s how it works:
Meet
We’ll meet with you remotely to discuss your situation and gather the information we need, such as your current income, expenditure, assets, liabilities and future plans.
Plan
We’ll create a bespoke financial plan that aims to reach your goals, by maximising growth opportunities, protecting your money from tax and optimising your personal finances.
Review
We’ll formally review your plan once a year to ensure it remains suitable for you, but we’re always here to support you if you have a question or your situation changes.
Our specialist expertise
Retirement and pensions
We can review and consolidate your plans to make sure they’re aligned to your retirement goals.
Once you’ve accepted your financial plan, we’ll set you up with a personal account you can access 24/7 by mobile app and online. Your account holds all the information about your goals, investment performance and net wealth.
If you have a question about your account or your money, our dedicated Client Relationship Management team are here for you. We’re available 7 am – 8 pm weekdays and 8am – 12pm Saturday by video call, phone or live chat.
If we find that you need further financial advice, we’ll set up a remote meeting with an expert financial adviser at a time that suits you. Whatever you need, we’re here to help.
Our fees
We believe in keeping fees simple, transparent and great value for money. We’ll talk you through all costs before you sign up and you’ll always be able to see them in your account.
Brought to you by True Potential Wealth Management.
True Potential Wealth Management offers restricted financial advice. Our service is specifically designed for clients wishing to access their financial affairs online.
With investing your capital is at risk. Investments can fluctuate in value and you could get back less than you invest.
Tax is subject to an individual’s personal circumstances, and tax rules can change at any time.
True Potential Wealth Management LLP is authorised and regulated by the Financial Conduct Authority, FRN 529810. www.fca.org.uk
Registered in England and Wales as a Limited Liability Partnership No. OC356611.
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