0330 038 8941
Based in Blaydon-on-Tyne
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: September, 2024
5 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Tom is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tom's status
Last checked: 15 May 2025
Tom is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tom's status
Recent Client Reviews
Tom has not received any client reviews in the past 12 months
Verified reviews: 100%
Tom has not received any client reviews in the past 12 months
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: 23 April 2025
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.
Qualifications Uploaded
Tom has not yet added their qualifications to their profile
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Tom has not yet added their qualifications to their profile
Transparent Fees
Tom has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Tom has provided information on their typical fees
Tom has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA status: Certified by Firm
Tom is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tom's status
Last checked: 15 May 2025
Tom is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tom's status
Recent Client Reviews
Tom has not received any client reviews in the past 12 months
Verified reviews: 100%
Tom has not received any client reviews in the past 12 months
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: 23 April 2025
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.
Qualifications Uploaded
Tom has not yet added their qualifications to their profile
Qualifications not yet added
Tom has not yet added their qualifications to their profile
Transparent Fees
Tom has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Tom has provided information on their typical fees
Tom has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Hi there! I'm Tom, a Chartered Financial Planner based in Newcastle upon Tyne. At True Potential Wealth Management, I specialise in creating personalised financial plans to help my clients achieve their goals and secure their financial futures. Although I am fairly young, I have had the privilege of helping hundreds of clients, and I hope that I have left a positive impact on their aspirations and personal finances. I understand that navigating finances can feel daunting, especially with all the jargon used within the industry. My promise is to provide you with a clear and comprehensible financial plan, tailored specifically to your needs, ensuring that you're at the forefront of every decision. I am a strong believer that all Financial Planners should have good technical competency, which is why have completed over 16 exams, to become a Fellow of the Chartered Insurance Institute and Personal Finance Society. I offer help with: ✔️ Tax efficient Investment Advice. ✔️ Retirement Planning. ✔️ Behavioural Investment Coaching. ✔️ Passing on Wealth. ✔️ Financial Life Plans. ✔️ Protection. I enjoy working with: ➜ Business Owners. ➜ Professionals. ➜ Retirees. ➜ Trustees. Please check my partner website here: https://www.truepotential.co.uk/tom-robertshaw/ Would you be interested in finding out more? Email - tomrobertshaw@tpllp.com Phone - 07957 336835
Offers available through VouchedFor
Contact Tom through VouchedFor and your initial 30 minute 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 Tom's clients
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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.