Luis Villar
Multiple locations
(2)
Luis VillarMultiple locations
(2)
Luis Villar - Financial Adviser
As a Partner with True Potential Wealth Management, I am committed to looking after my clients as if they were my own family. With over 20 years of commercial experience, it is always an honour and a privilege to help individuals and families reach their financial goals.
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Verified business
2 customer reviews
Kristine von Bebenburg
Financial Advisors
dedicated to find the best solution for my financial goals. Very patient with all my questions. Much appreciated.
Thiago Campos
Financial Advisors
Personal, simple and straightforward advice which makes the experience and process a great one.
What do you love most about your job?
The most rewarding aspect of my job is to help my clients achieve their financial goals on their own terms
I find that those who are open to receiving financial advice save more tax, invest smarter, protect their wealth and loved ones, and are more confident about their financial future
What inspired you to start your own business?
I am a people person
Working as a financial adviser allows me to meet and connect with my clients in meaningful ways
Helping my clients to make the right choices and having their best interest at heart inspires me to help more clients
Why should our clients choose you?
I have over 20 years of commercial experience
I am a good listener, relaxed and flexible in my approach
I love helping my clients to do the right thing and to feel more confident about their finances
My work is always goal-driven by what matters to my clients, not by financial products or providers
I hold the Chartered Wealth Management qualification, arguably the gold standard in the industry to give financial and investment advice
Can you provide your services online or remotely? If so, please add details.
I offer my services online via Teams as well as in person.
What changes have you made to keep your customers safe from Covid-19?
I help my clients to save tax, invest smarter and protect their wealth.
Pensions
Investments
Protection
Estate Planning
Mortgages
Annuities
Pension choices
Income Protection
Personal and Business
Life insurance
Personal and Business
Critical Illness Cover
Personal
ISAs
Stocks and Shares, Junior ISAs
General Investment Accounts
Single/Joint
Investment Bonds
Onshore/Offshore
Financial Planning
Cash flow modelling
