Sanjay Patel - Financial Adviser

As a Financial Advisor with True Potential Wealth Management, winners at the European Business Awards 2016/2017 & 2017/2018 and part of the successful True Potential Group, I am committed to delivering better value, choice and results for my clients.

With over 20 years’ experience helping individuals and families reach their financial goals, I offer a wealth of knowledge and expertise.

I provide advice on Savings and Investments, Tax Planning, Retirement Planning, Protection, Trust and Estate Planning.

My core objectives are to provide quality advice and excellent personal service.

I am extremely excited and proud to be associated with the Award Winning True Potential LLP established for the benefit of Private Clients throughout the UK who seek to be better informed, confident and empowered to reach their financial goals.

Through the use of True Potential’s award winning technology we can provide our clients with straightforward and transparent advice in a simple and convenient way.

With over 16,000 investment options available, including a complete range of risk-rated strategies from leading fund managers; and a fully integrated system that streamlines the investment process, we offer a truly revolutionary way to conduct financial affairs.

Also facilitating whole of market access to:

Protection – Life, Illness, Wealth, Inheritance, Care
Retirement – Planning for and execution of retirement aspirations.

We remove the Jargon and Breakdown the barriers in the Financial World.

We believe everyone has the right to understand and have access to the very best information and advice regardless of what another institution perceives his or her “net worth” to be.

We make no compromise.

We are Beyond Wealth Management.

I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.

Full Retail Distribution Review Diploma Status :-

RO6 Financial Planning Practice
RO3 Personal Taxation
RO2 Investment Principles & Risk
RO1 Financial Services, Regulation & Ethics

CF2 Investment & Risk
Certificate For Financial Advisors (CeFA® 1, 2 & 3)

 

For an impartial look at my service offering, please browse through my unbiased profile:

https://www.unbiased.co.uk/profile/financial-adviser/true-potential-wealth-management-519562

Sanjay Patel Financial Adviser

Areas Served

  • Midlands

Sanjay Patel - Financial Adviser

Sanjay Patel - Financial Adviser

As a Financial Advisor with True Potential Wealth Management, winners at the European Business Awards 2016/2017 & 2017/2018 and part of the successful True Potential Group, I am committed to delivering better value, choice and results for my clients.

With over 20 years’ experience helping individuals and families reach their financial goals, I offer a wealth of knowledge and expertise.

I provide advice on Savings and Investments, Tax Planning, Retirement Planning, Protection, Trust and Estate Planning.

My core objectives are to provide quality advice and excellent personal service.

I am extremely excited and proud to be associated with the Award Winning True Potential LLP established for the benefit of Private Clients throughout the UK who seek to be better informed, confident and empowered to reach their financial goals.

Through the use of True Potential’s award winning technology we can provide our clients with straightforward and transparent advice in a simple and convenient way.

With over 16,000 investment options available, including a complete range of risk-rated strategies from leading fund managers; and a fully integrated system that streamlines the investment process, we offer a truly revolutionary way to conduct financial affairs.

Also facilitating whole of market access to:

Protection – Life, Illness, Wealth, Inheritance, Care
Retirement – Planning for and execution of retirement aspirations.

We remove the Jargon and Breakdown the barriers in the Financial World.

We believe everyone has the right to understand and have access to the very best information and advice regardless of what another institution perceives his or her “net worth” to be.

We make no compromise.

We are Beyond Wealth Management.

I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.

Full Retail Distribution Review Diploma Status :-

RO6 Financial Planning Practice
RO3 Personal Taxation
RO2 Investment Principles & Risk
RO1 Financial Services, Regulation & Ethics

CF2 Investment & Risk
Certificate For Financial Advisors (CeFA® 1, 2 & 3)

 

For an impartial look at my service offering, please browse through my unbiased profile:

https://www.unbiased.co.uk/profile/financial-adviser/true-potential-wealth-management-519562

Areas Served

  • Midlands

Areas of Expertise

Investment Planning

Reliable wealth management advice and the right investment strategy are crucial to securing your financial wellbeing. If you are looking to invest for income or growth, I can provide quality advice, comprehensive solutions and ongoing service.

True Potential Investments’ carefully constructed range of risk-rated funds, including the exclusive True Potential Wealth Strategy Funds, enable you to spread your investments across a wide range of asset types and fund manager styles to create a personal, diversified portfolio solution.

As a client, you will also have 24/7 access to your investments on your personal client site and the ability to top up on-the-go with True Potential’s world-first impulseSave® technology.

Retirement Planning

Regardless of where you are in life, it is important to receive expert and professional advice on your retirement plans and requirements.

Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and access to world-class investment funds. Plus, I can ensure that you are taking full advantage of new pension freedoms.

In addition, our unique True Potential One® life planning tool helps you manage both the accumulation and drawdown phases of your retirement.

Protection

Protecting you and your family from unforeseen circumstances is essential now, and in the years to come.  I can provide protection cover in the various forms of life, critical illness and disability solutions as well as guidance on Inheritance Tax.