Callum Brown - Financial Adviser at True Potential

Callum Brown - Financial Adviser at True Potential As a Financial Adviser with over 7 years of experience in the Financial Industry, I am committed to delivering better value, choice and results for my clients.

13/01/2025

I offer advice on limited types of products. Primarily, I will advise you on True Potential Portfolios and tax wrappers held on the True Potential Wealth Platform. In circumstances where these products do not meet your needs, I will broaden my research to companies with other products and funds.

Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time.

The Financial Conduct Authority do not regulate, Will Writing, 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.

I offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers.

13/01/2025

Callum Brown is a Restricted Financial Adviser within True Potential Wealth Management LLP
which is authorised and regulated by the Financial Conduct Authority. FRN 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.

27/03/2024

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 7 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, Protection, and Trust and Estate Planning.

I take the time to get to know my clients and find out what’s important to them. With this knowledge, I can produce a financial plan focused on a client’s goals, taking into account their personal situation. In addition, through the use of True Potential’s award-winning technology, I can deliver straightforward and transparent advice in a simple and convenient way.

My clients are empowered to take control of their futures and have access to monitor their finances 24/7 online and via tablet or smartphone. As a result, they have the potential to reach their financial goals faster.

I make no compromise. I am beyond wealth management.

Address

Egdon Hall, Lynch Lane
Weymouth
DT49DN

Telephone

+447772765831

Website

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