Ben Middleton

Ben Middleton

True Potential Wealth Management LLP

Reviewed for

Insurance and Protection ( 5 )

Mortgages ( 3 )

Pensions ( 70 )

Equity Release ( 4 )

Retirement income (annuities, drawdown) ( 26 )

Auto Enrolment ( 1 )

Investments and Savings ( 31 )

Pension Transfers - Non Specialist ( 27 )

Inheritance Planning ( 4 )

Long Term Care ( 1 )

Pension Transfers - Specialist ( 21 )

Financial Planning ( 11 )

Financial Mentoring ( 3 )

Financial Coaching ( 1 )

Reviewers' assets

£500k+ ( 12 )

£200k - £500k ( 13 )

£100k - £200k ( 3 )

Up to £50k ( 8 )

£50k - 100k ( 4 )

First impression

by a VouchedFor user

3 months ago

Overall

Please provide a brief comment about your experience with Ben

Ben has been giving me valuable advice for several years now. His experience and knowledge is very comprehensive and he communicates in a simple yet professional way. He is always there to answer any questions or concerns you may have.

Review

by a verified client in Hampshire

3 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I had 4 or 5 pension all with different companies and decided to bring them all under one roof to make them easier to manage.

How has Ben Middleton helped you?

Ben manage to bring all the pension into 1 portfolio and I can now see all my pensions in one place.

Have you seen the outcome you were hoping for?

Yes my pension is processing nicely.

What could they have done better?

Not a lot to be honest.

Review

by a verified client in Hampshire

a year ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I wanted some pension advice

How has Ben Middleton helped you?

His communication has been fantastic, he got back to be very quickly & gave me lots of advice on how to proceed and I felt confident moving forward with his knowledge and expertise.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, highly recommned.

Review

by a verified client in Hampshire

a year ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Transfer pension to draw down

How has Ben Middleton helped you?

He processed the transfer

Have you seen the outcome you were hoping for?

Eventually

Review

by a verified client in East Sussex

a year ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Retirement

How has Ben Middleton helped you?

Explain everything in laymans terms that were understanable to me as someone with little knowledge of pensions and how to plan for the future

Have you seen the outcome you were hoping for?

Yes i have

What could they have done better?

Nothing that i can think of .