Products & services
Newburn Riveerside NE15About Glen - True Potential Wealth Management
As a Financial Adviser with over 20 years experience helping individuals and families reach their financial goals, I offer a wealth of knowledge and expertise.
As one of the UK’s fastest-growing financial services organisations, we believe that what we are doing has great value and will help revolutionise the way wealth management is delivered to customers for years to come.Modern times call for a modern approach and that’s what we deliver – all in one place.Unique in the UK and exclusive to clients of True Potential, our client sites allow you to view all your investments and bank accounts in one place, whenever and wherever you choose. Plus, you’ll have unlimited access via the web, and tablet and mobile devices.Here's a Quick Look at What's Available to YouTrack your performanceTrack your progress towards your financial goals and identify any potential shortfall in your investments.Top-up with impulseSave®Top-up your previously advised True Potential accounts at the touch of a button.True Potential One®Consolidate your savings and investments into one convenient location with True Potential One®.Analyse your investmentsComprehensive view of all the policies and plans we hold for you, including real-time valuations and existing assets.Manage your financesLink-up your bank accounts and credit cards.
Pensions & retirement:
Financial planning:
Investments:
Mortgages:
Pensions & retirement:
Financial planning:
Investments:
Mortgages:
