0330 038 8938
Based in Huddersfield
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FCA status: Certified by Firm
William is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed William's status
Last checked: 11 May 2025
William is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed William's status
11
Recent Client Reviews
William has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
William has received 11 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: 13 February 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
William has not yet added their qualifications to their profile
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William has not yet added their qualifications to their profile
Transparent Fees
William has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
William has provided information on their typical fees
William 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
William is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed William's status
Last checked: 11 May 2025
William is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed William's status
11
Recent Client Reviews
William has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
William has received 11 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: 13 February 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
William has not yet added their qualifications to their profile
Qualifications not yet added
William has not yet added their qualifications to their profile
Transparent Fees
William has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
William has provided information on their typical fees
William has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
As a Financial Adviser with True Potential Wealth Management, part of the successful True Potential Group, I am committed to delivering better value, choice and results for my clients. I provide advice on Protection & Mortgages and offer a wealth of knowledge and expertise, helping individuals and families reach their financial goals, I take the time to get to know my clients and find out what’s important to them. With this knowledge, I can produce a financial plan focused on a client’s goals, taking into account their personal situation. In addition, through the use of True Potential’s award-winning technology, I can deliver straightforward and transparent advice in a simple and convenient way. We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurer
£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 William's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
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.