Rob Buckley, True Potential LLP

View Rob Buckley profile
True Potential LLP
Member of the Haslingden BoB Club
True Potential LLP Financial Adviser
596 Burnley Road
Crashawbooth
Rossendale
BB4 8AJ
Particular focus at the moment on age 50+ who may have had Final Salary (Defined Benefit) pensions in the past.

What's Happening?

Business Description

As a Financial Adviser 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.

Based in Rossendale, financial services is what I do. 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.

Pensions

It's your Retirement , make sure your Pensions whether personal, work based, final salary, old or new are working towards your retirement goals.

Investments

What is it you are saving for, a new house ? your children's future ? a rainy day ? use the right plan (ISA, GIA, Bond) to get the most tax efficient wrapper for your money.

Mortgages and Equity Release

Find the right rate on the right plan quickly with a whole of market search

Insurances

Life Cover, Critical Illness, Income Protection all sourced from the whole of the market and expert advice given. 

 

 

 

 

 

 

 

Accreditations & Qualifications

Diploma in Financial Planning
Certificate in Financial Planning
Certificate in Equity Release
Certificate in Mortgage Advice
Certificate in Life & Pensions