0330 038 8939
Based in Bexhill-on-Sea
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 19 February 2025
Chris is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Chris's status
4
Recent Client Reviews
Verified reviews: 100%
Chris has received 4 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 10 February 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.
1
Qualifications Uploaded
1 qualification certificate available to view
Chris has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Chris has provided information on their typical fees
Chris has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
10
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Chris
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Chris (based on 10 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 19 February 2025
Chris is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Chris's status
4
Recent Client Reviews
Verified reviews: 100%
Chris has received 4 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 10 February 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.
1
Qualifications Uploaded
1 qualification certificate available to view
Chris has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Chris has provided information on their typical fees
Chris has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
10
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Chris
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Chris (based on 10 first impressions)
Helping my clients achieve their financial goals is at the heart of my business. I have been in financial services for over 16 years and have a wealth of knowledge and expertise that I pass onto my clients, to enable them to make informed decisions about their current and future circumstances. If you are looking for help and guidance around retirement planning, the possibility of whether transferring your pension is right for you or drawing down your pension and taking benefits, then I would be delighted to assist. I am also perfectly placed to help you with Defined Benefit advice, as True Potential are one of the biggest financial firms within this complex market. Alternatively, you may be looking to invest and supplement your income or to grow your assets and receive a far more attractive return than inflation and bank rates. Whatever, your circumstances, you will feel empowered to take control of your finances and make those dreams become a reality. Through the use of True Potential’s 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. I build long lasting relationships with clients built on trust and understanding. Using high end technology, together, we can help you visualise your financial goals in a clear and uncomplicated manner and take the headache out of future proofing your finances. We are expertly placed to offer advice and solutions to a number of financial and wealth management issues including: - Specialist Pension Advice - Retirement planning - Investments - Tax planning - Trust and Estate planning - Business and Personal protection - Savings - Insurances
Offers available through VouchedFor
Contact Chris through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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 Chris'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.