Julian Friel, True Potential Wealth Management

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True Potential Wealth Management

True Potential Wealth Management Wealth Management
134 Scotney Gardens
St Peters Street
ME16 0GT
People confused about retirement options, looking for advice on how best to take their pension.

Business Description

I give straight-forward financial advice to Private and Business clients on retirement planning, savings & investments

Julian Friel is a registered individual of True Potential Wealth Management which is authorised and regulated by the Financial Conduct Authority. FSR number 529810.

Restricted Advice - We will only advise and make a recommendation to you after we have assessed your needs. We offer full advice on limited types of Products. Primarily, we will advice you on Strategy Funds and the tax wrappers held on the True Potential Investments Wealth Platform; in circumstances where this is not suitable to meet your needs, we will broaden our research to other companies with products not available on the True Potential Wealth Platform, which we use when it is suitable. You may ask us for a list of those companies. Investments can fluctuate in value and investors may not get back the amount they invest. Tax treatment is dependent upon individual circumstances and may be subject to change in the future.

Non-investment protection contracts
We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings and contents) from a range of insurers.

We will advise and make a recommendation for you after we have assessed your needs.
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.

The guidance and/or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customer in the UK.

Accreditations & Qualifications

  • Diploma in Financial Planning - DipPFS
  • Certificate in Mortgage Advice - Cert CII (MP)
  • Financial Planning Certificate - CertPFS

Member of:

Chartered Insurance Institute

Personal Finance Society

Society of Mortgage Professionals