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True Potential ~ Member Profile

Member Details
  • Sector:Independent Financial Advisers
  • Company:True Potential
  • Contact:Matthew Pollard
  • Address:27 Caton Drive, Atherton, Manchester, M46 0NY
  • Telephone:07885 231629
  • Email Address:mattpollard@tpllp.com
  • Web Address:http://www.tpllp.com
List of Services

For private clients throughout the UK who seek to be better informed and empowered to reach their financial goals, we offer a unique approach to wealth management.

Unlike other financial advisory firms, we take technology further. Through the use of True Potential?s award-winning systems, we can provide our clients with straightforward and transparent advice in a simple and convenient way.

We make no compromise. We are Beyond Wealth Management.

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Description
As one of the UK?s most innovative financial services organisations, currently working with over 22% of the IFA market, we believe that what we are doing has great value and will help revolutionise the way wealth management is delivered to customers for years to come.
Matthew Pollard is a registered individual of True Potential Wealth Management which is authorised and regulated by the Financial Conduct Authority. FNR number 529810.
Investment
 We offer advice on limited types of Products. Primarily, we will advise you on Strategy Funds and tax wrappers held on the True Potential Investments Wealth Platform. In circumstances where the Platform does not have a product to meet your needs, we will broaden our research to other companies with products not available on the True Potential Wealth Platform. You may ask us fora list of those companies.
Investments can fluctuate in value and investors may not get back the amount they invest Tax treatment is dependent upon individual circumstances and may be subject to change in the future.
Non-investment protection contracts
We offer non-investment protection products (e.g. term assurance, income protection) critical illness and buildings, and contents from a range of insurers.
Mortgages
We will advise and make a recommendation for you after we have assessed your needs.
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.
The guidance and/or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customer in the UK.
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