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Barrie Kent Wealth Management Partner at True Potential Wealth Management LLP

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About Barrie Kent Wealth Management Partner at True Potential Wealth Management LLP

Website
Website
Employees
Employees
1-10 employees View all
Industry
Industry
Financial Services
Location
Location
23 Spilman Street,Carmarthen,Carmarthenshire,GB
Description
Information
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. With over 20 years experience helping individuals and families reach their financial goals, I can provide a wealth of knowledge and expertise. We are leaders, not followers and feel that our clients deserve more. Modern times call for a modern approach. By harnessing the power of technology, we can provide simple, effective and unique solutions that are built for the future and that of our clients. Barrie Kent is a registered individual of True Potential Wealth Management which is authorised and regulated by the Financial Conduct Authority. FSR number 529810. Investment 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. 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. Mortgages: 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.

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Industry
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Industry
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Industry
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