Lee Spragg
True Potential Wealth Management LLP
Minimum savings/pensions: Any amount
Minimum mortgage: Any amount
0330 038 8941
Based in Crewe
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: March, 2019
5 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Lee is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Lee's status
Last checked: 13 April 2025
Lee is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Lee's status
17
Recent Client Reviews
Lee has received 17 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Lee has received 17 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: 12 March 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
Lee has not yet added their qualifications to their profile
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Lee has not yet added their qualifications to their profile
Transparent Fees
Lee has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Lee has provided information on their typical fees
Lee has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Lee (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Lee
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Lee (based on 3 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Lee is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Lee's status
Last checked: 13 April 2025
Lee is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Lee's status
17
Recent Client Reviews
Lee has received 17 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Lee has received 17 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: 12 March 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
Lee has not yet added their qualifications to their profile
Qualifications not yet added
Lee has not yet added their qualifications to their profile
Transparent Fees
Lee has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Lee has provided information on their typical fees
Lee has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Lee (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Lee
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Lee (based on 3 first impressions)
I have worked within financial services for over 25 years and have been providing advice to clients since 2008. Building trusted relationships is the most important factor in ensuring I gain a true understanding of a clients circumstances and what they are looking to achieve. Combining this with the use of award-winning technology, I can provide straightforward and transparent advice in a simple and effective way. My particular areas of interest are investments and pensions. Helping clients achieve their financial goals by planning for the future and reviewing those plans regularly. I completed a Diploma in Financial Advice (DipFA) in 2011 which was the culmination of three years of study whilst advising. My commitment to continued professional development ensures I maintain a high standard of knowledge enabling me to keep up with the financial challenges my clients face. My clients have worked hard for their money. My focus is to make their money work hard for them!
Offers available through VouchedFor
Contact Lee 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 Lee's clients
Based on responses provided by clients who have reviewed this adviser
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.