Russell Wiles

Russell Wiles

True Potential Wealth Management LLP

Russell's reviews

Reviewed for

Insurance and Protection ( 3 )

Mortgages ( 2 )

Pensions ( 13 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 5 )

Investments and Savings ( 17 )

Pension Transfers - Non Specialist ( 1 )

Inheritance Planning ( 1 )

Long Term Care ( 1 )

Reviewers' assets

£500k+ ( 1 )

£200k - £500k ( 6 )

£100k - £200k ( 1 )

Up to £50k ( 6 )

£50k - 100k ( 3 )

First impression

by a VouchedFor user

4 years ago

Overall

Please provide a brief comment about your experience with Russell

Russell could not assist me on this occasion but was very insightful at our introductory meeting and gave me an excellent analysis of my current situation .

First impression

by a VouchedFor user

4 years ago

Overall

Please provide a brief comment about your experience with Russell

Haven't proceeded with him, due to already having met another True Potential Wealth Management Partner.

Russell:

Martin, Thanks very much for your review. Feel free to get back in touch if you feel it is appropriate. Russell
First impression

by a VouchedFor user

6 years ago

Overall

Please provide a brief comment about your experience with Russell

Prompt response and tailored his advice to my level of understanding

Russell:

Helen, Many Thanks for your review. Let me know as and when I can be of any further assistance. Regards Russell
First impression

by a VouchedFor user

6 years ago

Overall

Please provide a brief comment about your experience with Russell

Good impartial feedback was provided by the adviser

Review

by a verified client in Suffolk

6 years ago

Overall

Advice

Service

Value

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

I’m in my mid 40s and was looking for help in what I needed to do to best save for retirement.

How has Russell Wiles helped you?

He looked at what I could realistically afford, as well as what I wanted to achieve, and advised that I save regularly into a pension.

Have you seen the outcome you were hoping for?

It is early days, as I only took the advice in March this year, but so far so good.

What could they have done better?

Not sure there is anything else he could have done... felt he explained in a way I could understand, not just what I needed to try and do, but also why.