0330 038 8942
Based in Billingham
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: April, 2018
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Don is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Don's status
Last checked: 04 April 2025
Don is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Don's status
11
Recent Client Reviews
Don has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Don has received 11 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 09 December 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
3
Qualifications Uploaded
Don has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Don has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Don has not yet added their fees to their profile
Fees not yet added
Don has not yet added their fees to their profile
13
Positive First Impressions
85% of VouchedFor users have had a positive (4 or 5 star) first experience with Don (based on 13 first impressions)
85% of users who are not yet clients had a positive first experience with Don
85% of VouchedFor users have had a positive (4 or 5 star) first experience with Don (based on 13 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Don is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Don's status
Last checked: 04 April 2025
Don is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Don's status
11
Recent Client Reviews
Don has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Don has received 11 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 09 December 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
3
Qualifications Uploaded
Don has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Don has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Don has not yet added their fees to their profile
Fees not yet added
Don has not yet added their fees to their profile
13
Positive First Impressions
85% of VouchedFor users have had a positive (4 or 5 star) first experience with Don (based on 13 first impressions)
85% of users who are not yet clients had a positive first experience with Don
85% of VouchedFor users have had a positive (4 or 5 star) first experience with Don (based on 13 first impressions)
I joined True Potential Wealth Management in 2012 and have since become a Pension Transfer Specialist. This is my main area of expertise; I have the qualifications to advise on final salary (Defined Benefit) pensions as well as personal pensions. I also specialise in investment planning and inheritance tax planning. I meet with my clients face to face and also conduct annual reviews to ensure the goals and objectives discussed in the initial meeting continue to be met throughout the lifetime of my clients. There is no charge for an initial meeting and I will discuss charges with you fully and frankly before you decide whether or not to go ahead. In my spare time, I enjoy making the most of living in the area I feel fortunate to live in; plenty of walking and cycling.
Offers available through VouchedFor
Contact Don through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Don's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
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Adviser Disclaimer
All Wealth Management Partners are Restricted Financial Advisers 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. 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. We offer non-investment protection products (e.g., term assurance, income protection and critical illness from a range of insurers). 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. We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers. 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.