0330 038 8939
Based in Loughton
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: February, 2019
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Tony is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tony's status
Last checked: 05 April 2025
Tony is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tony's status
10
Recent Client Reviews
Tony has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tony has received 10 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: 14 April 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.
2
Qualifications Uploaded
Tony has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Tony has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Tony has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Tony has provided information on their typical fees
Tony has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Tony (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Tony
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Tony (based on 3 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Tony is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tony's status
Last checked: 05 April 2025
Tony is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tony's status
10
Recent Client Reviews
Tony has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tony has received 10 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: 14 April 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.
2
Qualifications Uploaded
Tony has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Tony has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Tony has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Tony has provided information on their typical fees
Tony has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Tony (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Tony
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Tony (based on 3 first impressions)
I have been working in the Financial Services industry since 1986 and become a Financial Adviser in 2008. For me, first class customer service and looking after clients are top priorities. I enjoy meeting people and finding out their aspirations and goals and then helping them put together a financial plan to achieve their future goals, whilst also protecting what's important to them now. I can help you benefit with the use of True Potentials award winning technology, providing 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. It also simplifies all your paperwork into a manageable system. True Potential are the European Business Awards Winners for 2017, beating over 33,000 other businesses in the UK and Europe. They have also won numerous other awards. Contact me to find out more about the fantastic proposition I can offer you. True Potential also offer free courses through the Open University to help people understand more about Finance, investing and Managing your Money. Please contact me to find out more. Most of my clients are met in the comfort of their own home. We can arrange alternative premises if preferred and dependant upon area.
Offers available through VouchedFor
Contact Tony 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 Tony's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
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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.