Wayne Chatwood

What were the circumstances that caused you to initially look for an adviser?

2 years ago we approached Wayne to seek advice regarding our investment portfolio. We wanted to know where and how our funds could be invested in order to achieve a good return and give us peace of mind for our financial future.

How has Wayne Chatwood helped you?

Wayne explained the benefits of having a diversified Investment ISA portfolio which having established wealth management would reduce risk and in turn protect us because of the way our funds are invested.

Have you seen the outcome you were hoping for?

We are very pleased to say the result of this advice has achieved a favorable outcome. All of our funds and assets are now in a controlled and well managed wealth program giving us a healthy outlook and peace of mind.

What could they have done better?

Even during these difficult times it is reassuring to know that we can contact Wayne, as we have done for immediate advice and questions answered. We are very pleased with the service given.

What were the circumstances that caused you to initially look for an adviser?

I wanted help and advice about my Bank final salary pension. I knew Wayne as a previous colleague of the Bank where he worked for 22 years and he had had really good feed back from the customers. I have known him for approx 15 years myself and I know he has helped other bank colleagues with their Pension choices

How has Wayne Chatwood helped you?

Wayne’s was fantastic! He completed a full fact find with myself and my partner and made sure he listened and understood what we were looking to achieve for our future retirement. This helped me to make an informed choice to transfer my Pensions to a very diversified pension portfolio with a large well established wealth manager.

Have you seen the outcome you were hoping for?

Yes, I know have the peace of mind I was looking for to enjoy my retirement .

What could they have done better?

Nothing, Wayne’s service was perfect

What were the circumstances that caused you to initially look for an adviser?

I approached Wayne for advice about my RBSOccupational Pension Transfer, after hearing how well he had looked after my colleague at the Natwest. I really liked the multi-layered approach on offer with True Potential, to manage the risk better with my pension funds, regardless of global events."

How has Wayne Chatwood helped you?

He was always available and nothing was too much trouble. His support and advice was invaluable throughout the Pension transfer journey.

Have you seen the outcome you were hoping for?

yes. Pension transferred with minimum fuss into Personal Pension at low - medium risk

What could they have done better?

Nothing to suggest here as felt well supported throughout the whole process

What were the circumstances that caused you to initially look for an adviser?

I approached Wayne for advice on my RBS Occupational Pension Transfer, after hearing how well he had looked after so many of my colleagues at the Natwest and RBS bank.

How has Wayne Chatwood helped you?

I especially favoured the multi-layered approach offered by True Potential Wealth Management, for extreme diversification of my pensions investments. This has resulted in outstanding returns, over just a few months, despite the global challenges of Covid-19

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Wayne’s service across all aspects has been first class from the outset and I can’t recommend him enough!

What were the circumstances that caused you to initially look for an adviser?

Looking to maximise existing pension

How has Wayne Chatwood helped you?

Explained all options available to me

Have you seen the outcome you were hoping for?

Yes