Tamer Beshara

Tamer Beshara

True Potential Wealth Management LLP

Minimum savings/pensions: Any amount

Minimum mortgage: Any amount

Unavailable for contact through VouchedFor

Based in Doncaster
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4.7 out of 5

46 reviews


Not fully verified by VouchedFor

As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.

Not fully verified by VouchedFor

As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.

My name is Tamer Beshara and I am a fully qualified and experienced Financial and Mortgage Adviser. I work with one of the best Advisory companies, if not THE BEST, in the UK, True Potential Wealth Management LLP. I am currently studying for my certification in Long Term Care, ultimately progressing toward my Level 6 Chartered status. I have been an adviser since 2007, having previously worked in some of the biggest Banks and financial institutions in the UK so I have long-term industry experience. My areas of specialty are investments, pre and post-retirement pensions, and inheritance tax planning, but I’m qualified to review all of your mortgage and protection needs as well. My client base is very diverse, ranging from young professionals just starting their financial planning journey to more established clients completing theirs. I believe that the key to being a good adviser is having an excellent level of technical knowledge, but more importantly, the ability to listen and connect with my clients and uncover what really matters most to them. It is an amazing privilege and responsibility to know so much about a client’s private affairs and to be able to assist in protecting them with the best advice and available market products. I currently live in South Yorkshire with my wife and our two gorgeous children, a girl and a boy. I enjoy both watching and playing football (I support Arsenal – someone has to!) and I am an avid gym-goer. When I am not being active, I can be found at church every Sunday with my family where we practice our Christian faith.

£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).

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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.