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Business Name
True Potential Wealth Management
Business Category
Financial Advisor/Mortgage Broker
Name
Iain Murray
About / Bio
As a Financial Adviser with True Potential Wealth Management, part of the successful True Potential Group, I am committed to delivering better value, choice and results for my clients.
With over 14 years experience helping individuals and families reach their financial goals, I offer a wealth of knowledge and expertise. I provide advice on Savings and Investments, Tax Planning, Retirement Planning, Mortgages, Protection and Trust and Estate Planning,
Adviser Disclaimers:
Iain Murray 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. 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.
Investments | At Retirement Planning | Pension | Income Protection | Life Insurance | Critical Illness Cover | Business Protection | Shareholder Protection | Relevant Life Cover | Inheritance Tax Mitigation | Tax and Trust Planning | Equity Release
With over 14 years experience helping individuals and families reach their financial goals, I offer a wealth of knowledge and expertise. I provide advice on Savings and Investments, Tax Planning, Retirement Planning, Mortgages, Protection and Trust and Estate Planning,
Adviser Disclaimers:
Iain Murray 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. 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.
Investments | At Retirement Planning | Pension | Income Protection | Life Insurance | Critical Illness Cover | Business Protection | Shareholder Protection | Relevant Life Cover | Inheritance Tax Mitigation | Tax and Trust Planning | Equity Release
Email
iain.murray@tpllp.com
Telephone
01202 804582 / 07713 923818
Website
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