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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. True Potential Wealth Management is a Limited Liability Partnership. OC356611. Investments - We offer advice on limited types of products.
Established in 2004, Wealthmasters provide financial planning advice to private, corporate and trustee clients. Our Financial Advisers are well qualified and experienced, offering solutions from the whole of the market depending upon your objectives, your capacity for loss and the risk you are willing to take. Our Advice Process With offices in Bridgend (South Wales), London and Bournemouth, our firm is authorised and regulated by the Financial Conduct Authority to advise on Investments, Pensions, Savings, Mortgages and General Insurance.
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. True Potential Wealth Management is a Limited Liability Partnership. OC356611. Investments - We offer advice on limited types of products. Primarily, we will advise you on True Potential Portfolios and tax wrappers held on the True Potential Wealth Platform. In circumstances where these products do not meet your needs, we will broaden our research to companies with other products and funds. Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time. 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 Financial Conduct Authority do not regulate, Will Writing, Tax Advice and Estate Planning. The guidance and/or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers
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.
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.
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.
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.
