Adam McCarthy
True Potential Wealth Management LLP
Minimum savings/pensions: Over £50,000
Minimum mortgage: Over £100,000
0292 053 8418
Based in Caerphilly
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FCA status: Certified by Firm
Adam is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Adam's status
Last checked: 09 May 2025
Adam is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Adam's status
Recent Client Reviews
Adam has not received any client reviews in the past 12 months
Adam has not received any reviews in the last 12 months
Adam 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: 31 October 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.
4
Qualifications Uploaded
Adam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Adam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
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Adam has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Adam is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Adam's status
Last checked: 09 May 2025
Adam is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Adam's status
Recent Client Reviews
Adam has not received any client reviews in the past 12 months
Adam has not received any reviews in the last 12 months
Adam 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: 31 October 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.
4
Qualifications Uploaded
Adam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Adam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Adam has not yet added their fees to their profile
Fees not yet added
Adam has not yet added their fees to their profile
I have a real passion for making my clients dreams and aspirations come to fruition, having been an adviser for over 16 years. The client is absolutely at the heart of my business and I pride myself in giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers. Having the correct investment strategy is extremely important, particularly in these volatile times, whether it be a pension, ISA or investment of unit trusts. I seek to maximise my clients returns by establishing their attitude to risk and ensuring that the portfolio is tailored to their individual needs and achieves the objectives that we discuss at outset and at review. Having been an adviser at True Potential LLP for the last 3 years and having had the privilege of working with their excellent team at Head Office, I know my clients are in safe and trusted hands from the very start. True Potential's excellent investment record and their robust, compliant processes, make them a pleasure to work with and I am pleased to say I am now an Elite Partner with the group. In my spare time, I very much enjoy keeping fit and go biking and running regularly around the beautiful countryside in which I live. I am looking forward to getting back to watching football and my kids are a joy to me and keep me busy and on my toes.
Offers available through VouchedFor
Contact Adam 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 Adam'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.