About Philip Wasley of True Potential Wealth Management

Whether its pensions, investments or life cover please contact me for a friendly chat.
I am a professional, diploma qualified adviser dedicated to the priorities of the individual. With over 20 years experience in the financial services and banking industry I aim to build long lasting valued relationship through a culture of trust,common sense and regular reviews. I specialise in pensions, life cover and investments including reviewing and commenting on existing investments, pensions and life cover.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Estate planning
  • Capital gains tax

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • School fees planning

  • Business:
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group critical illness
  • Group protection

  • :
  • Long term care

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