Karl Ward

Karl Ward

True Potential Wealth Management LLP

Karl's reviews

Reviewed for

Insurance and Protection ( 7 )

Pensions ( 46 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 18 )

Investments and Savings ( 46 )

Pension Transfers - Non Specialist ( 10 )

Inheritance Planning ( 4 )

Long Term Care ( 1 )

Pension Transfers - Specialist ( 7 )

Financial Planning ( 13 )

Financial Mentoring ( 3 )

Financial Coaching ( 2 )

( 1 )

Reviewers' assets

£500k+ ( 1 )

£200k - £500k ( 9 )

£100k - £200k ( 10 )

£50k - 100k ( 5 )

Up to £50k ( 9 )

This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.

Repeat review

by a verified client in Dorset

8 days ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Karl Ward helped you since your last review?

Fully explained the ups and downs of financial markets over the last twelve months. Performance of current investments have held up well over the last twelve months despite unstable global marketplace. Identified a new opportunity to invest in companies engaged in the defence/ arms industries.

Repeat review

by a verified client in Dorset

17 days ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Karl Ward helped you since your last review?

Still giving my wife and myself sound advice ! Always ready to discuss and advise when required !

Repeat review

by a verified client in Dorset

2 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Karl Ward helped you since your last review?

Karl continues to work with me on managing my private pension fund outside of my work place pension scheme. We monitor the funds I have invested. I have moved the funds on advice from Karl and these have performed well considering all the factors impacting pensions over the last few years.

Repeat review

by a verified client in Dorset

3 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Karl Ward helped you since your last review?

Karl provided current information regarding my pensions and investments . We also discussed in detail the difference between annuities and draw down . He is always helpful and willing to explain in detail to ensure you understand what you need to know.

First impression

by a VouchedFor user

5 months ago

Overall

Please provide a brief comment about your experience with Karl

Excellent advice. Very helpful