True Potential Wealth Management
We are a well established Financial Adviser and Mortgage Specialist company. We pride ourselves in offering our clients a personal, and friendly service and aim to respond to client queries in a timely manner. We offer Pension, Investment, Mortgage, Protection and Home Insurance advice.
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What do you love most about your job?
Getting to know clients and helping them to achieve their goals both in the shorter and longer term.
What inspired you to start your own business?
I was made redundant from Prudential in 2001 and decided I wanted to continue working in the Financial industry. I started my own company as an Independent Financial Adviser to continue providing advice to my existing clients, while attracting many new clients.
Why should our clients choose you?
We have successfully been in business for many years, and over these years have built a great knowledge base and pride ourselves in getting to know clients before making any recommendations.
Can you provide your services online or remotely? If so, please add details.
Yes we can provide our services online & remotely.
Contact us by email: lorrainemcardle@tpllp.com or telephone 013550229669
Pensions
Can offer advice on :
Personal Pensions
Income Drawdown
Defined Benefit Contracts.
Investment
Can offer advice on:
Investment ISA's
Investment Bonds
General Investment Accounts
Mortgages
Can offer advice on :
Residential Mortgages
Remortgages
Product Transfers
Buy to Let Mortgages
First Time Buyers
Protection
Can offer advice on :
Life Cover
Critical Illness Cover
Mortgage Protection
Income Protection
Accident & Sickness Cover
Home Insurance
Can offer advice on:
Building Insurance
Contents Insurance
Landlord Insurance
Commercial Insurance
