0330 038 8939
Based in Beer
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: October, 2023
5 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Edward is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Edward's status
Last checked: 18 April 2025
Edward is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Edward's status
12
Recent Client Reviews
Edward has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Edward has received 12 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 19 March 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
19
Qualifications Uploaded
Edward has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
19 qualification certificates available to view
Edward has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Edward has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Edward has provided information on their typical fees
Edward has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA status: Certified by Firm
Edward is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Edward's status
Last checked: 18 April 2025
Edward is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Edward's status
12
Recent Client Reviews
Edward has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Edward has received 12 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 19 March 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
19
Qualifications Uploaded
Edward has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
19 qualification certificates available to view
Edward has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Edward has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Edward has provided information on their typical fees
Edward has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
As a Wealth Partner with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients. For me, planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most. Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way. Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from investments and insurance to tax and estate planning while offering exclusive opportunities. Plus, through the use of True Potentials award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals. For more than 18 years, I’ve been helping businesses, individuals and families reach their financial goals. I achieved my Financial Planning Certificate in 2006 from the Chartered Insurance Institute. Since that time, I’ve continually enhanced my knowledge and expertise through industry events and formal training. I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Edward's clients
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Adviser Disclaimer
All Wealth Management Partners are Restricted Financial Advisers 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. 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. We offer non-investment protection products (e.g., term assurance, income protection and critical illness from a range of insurers). 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. We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers. 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.