Poole Office: 01202 678555

Wimborne Office: 01202 849169

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Wealth Management

Financial Planning

In addition to helping your company with your accounting and taxation compliance, it is important that your business is structured to make sure you take advantage of all of the tax breaks available to you and ensure you comply with the regulatory requirements for pensions in the workplace. We have an association with Chartered Financial Planner, James Clarke of True Potential Wealth Management, who is able to offer an extensive range of financial planning services. James can also help you with advice on how to invest your profits to enable you to have funds available in the future as well as how to provide for a secure retirement. This is particularly important because it is not enough to depend on the state pension.

What we do really well:-

We explain Pensions and Investments in a clear and engaging way. If you are positioning your Pension Plans, Pension Scheme Benefits or Investments for retirement, or if you are being asked to make some key decisions around them, you need to understand all of your options. Only then can you make an informed choice and reach the most suitable outcomes. If you wish to prepare for retirement, make decisions at retirement, or review Pensions and Investments already in place, our adviser James Clarke would be delighted to help.

A list of the services offered by James is given below.

Advice areas

INVESTMENTS

  • Ethical investments
  • Investing for income
  • Investment trusts
  • ISAs
  • OEICs
  • Offshore investments
  • Socially responsible investments
  • Unit trusts

PROTECTION

  • Critical illness
  • Income protection insurance
  • Life insurance

PENSIONS

  • Annuity purchase
  • Auto enrolment
  • Pension consolidation
  • Pension drawdown
  • Pensions & divorce
  • Pensions & retirement planning
  • Pensions review
  • Pensions transfer
  • Sipps
  • Stakeholder

SAVINGS

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

FINANCIAL PLANNING

  • Wealth management

LONG TERM CARE

Long term care planning

  • Long term care annuities

Payment options

First meeting is at no cost. Any advice after that time can be paid for via the following options:

  • Fee
  • Hourly rate
  • Percentage of assets

Preferred clients
Minimum wealth (income/assets)
£50,000+
Minimum pension value
£50,000+

True Potential Wealth Management LLP is authorised and regulated by the Financial Conduct Authority. FSR number 529810

Website
http://jamesclarke.tpllp.co.uk

https://www.linkedin.com/in/jamesclarkefinancialplanner

James Clarke is a Restricted Financial Adviser within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority.  FNR Number 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.
Capital at Risk. Investments can fluctuate in value and investors may not get back the amount they invest.  Tax rules can change at any time.  The Financial Conduct Authority do not regulate, Will Writing, Buy to Let Mortgages, 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.

Contact Us

Poole Office

Tower House, Parkstone Road
Poole, Dorset
BH15 2JH
Tel: 01202 678555

This email address is being protected from spambots. You need JavaScript enabled to view it.

Company Registration No: O7430971
VAT Registration No.107585703

Wimborne Office

Beaufort House, 2 Cornmarket Court
Wimborne
BH21 1JL
Tel: 01202 849169

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