Robbie Jones is a Restricted Financial Adviser within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX.
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4 customer reviews
Adam
Financial Advisors
Very good experience Rob was always available for any questions and very helpful thank you
MICHAEL COOKE
Financial Advisors
ONLY MADE CONTACT HE IS COMOING TO SEE ME TO SORT OUT WHAT HE CAN DO FOR ME.
Jody Barnes
Mortgage Advice
Rob is incredible and really does everything he can to help you!! Nothing is too much to ask and he is so quick at getting back to me! Would highly recommend him! 😊
D Clarke
Financial Advisors
I cannot speak highly enough of Rob. We had been messed around by numerous IFA's whilst looking for a mortgage as first time buyers using Help to Buy.
We had spoken to numerous IFA's (some of which even charge a fee-up front.. something which Purslow Jones don't do!).
Rob has been everything you need in a financial advisor. He's got us a great deal despite certain constraints and in terms of his contactability he's picked up any emails within the space of an hour and is always available on the end of the phone.
He has absolutely been a calming influence, whilst making the sure the job got done and we would happily recommend his services. We're sure we will use him again in the future.
Thank you again Rob.
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What do you love most about your job?
I'm passionate about helping people out with some of the biggest decisions in their life - whether that's planning for retirement, getting a mortgage to buy a home, ensuring they have the right insurance policies in place to give them peace of mind, or meeting those long-term goals like buying a campervan to travel around Europe. I don't care how much money someone has, what size house they're looking to buy, I'm here to help anyone who needs it.
What inspired you to start your own business?
I've recently become a Wealth Management Partner with True Potential Wealth Management - this means I am now a restricted adviser. With the products and technology available, I can now offer my clients a better service and dedicate more of my time to helping you achieve your goals.
Why should our clients choose you?
I am a restricted financial adviser which means I offer advice on True Potential's products. However, in circumstances where these products do not meet your needs, I will broaden my research to companies with other products and funds.
I believe True Potential offers you the best way of meeting your life goals - whether that's planning for retirement, buying a home or anything else financial - through its market-leading technology and award-winning products.
Can you provide your services online or remotely? If so, please add details.
Yes, I can provide services face-to-face and online/remotely - via Zoom, Microsoft Teams, or a good old phone call, and I'm happy to provide those services outside the normal 9-5 working week. If having a Zoom at 7pm on a Wednesday evening suits you, then it suits me.
Financial Advice
We offer Financial Advice covering investments and pensions, mortgage and protection policies, and estate planning.
Mortgage Advice
We offer a range of mortgage advice from first time buyers, home movers, remortgages, buy-to-let and more, all at no charge to clients.
Protection Advice
We offer a range of protection advice, such as life insurance, critical illness cover, income protection and more.
Investment Advice
We use some of the best technology in the business to offer advice on what to do with your money - we look at your attitude to risk and marry that up to an investment strategy that suits your objectives and your circumstances, and if anything changes we'll make sure your investment strategy changes to follow suit.
Pension Advice
Whether it's consolidating pensions into one, starting up on saving into a pension, or deciding how and when to draw on your pension, we can offer advice on where to invest and how to ensure your pension will last well into retirement. We look at your attitude to risk and your objectives and circumstances to create a retirement strategy to help you reach your retirement goals.
Estate Planning
If you're concerned about Inheritance Tax, or need to draw up a will or Power of Attorney, we are able to provide you with advice.
