Financial Advice

Have you a pot of money and you are not sure what to do with it? Perhaps you’ve down sized or inherited some money?

Your bank may no longer offer advice…. but we can put you in touch with Financial Advisors who can!!!!

True Potential Wealth Management have moved into our offices above the showroom. We have three Financial Advisors with over 50 years experience in the Financial Services Industry that are on hand to discuss anything from Pensions, Investments, Protection to Inheritance Tax planning etc

 

Either contact our office for further information or speak directly with:

Robert Kennedy DipPFS

07861 392874

 

Dan Wurzal DipFA

07710 243540

 

Andrew Armitage DipFA

07841 619862




Special Offer:

Half price fully managed fees for the first 3 months. (Only applies to new Landlords)
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