Jonathan Wilcox - Financial Adviser

As a Wealth Management Partner of True Potential I believe in putting the client at forefront of everything I do. I’m committed to delivering better value and choice for my clients.

For me, planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most.

I recognise not every client is the same and each persons personal situations are unique. I enjoy taking time to get to know each of my clients and what is important to them. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, leaving a legacy to your loved ones or a cherished cause, or simply buying a Ferrari, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from investments and insurance to tax and estate planning while offering exclusive opportunities.

Plus, through the use of True Potentials award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.

I have worked in Financial Services since the beginning of my career and my main GOAL is to provide the best possible service to the clients I look after. I am a Professional, Friendly and Passionate Financial Advisor who will look to help you achieve your financial goals.

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

I hope you have found the website and biography useful and found the answers you look for and I hopefully look forward to helping you achieve your GOAL soon.

Areas Served

  • North England
  • North West England

Jonathan Wilcox - Financial Adviser

Jonathan Wilcox - Financial Adviser

As a Wealth Management Partner of True Potential I believe in putting the client at forefront of everything I do. I’m committed to delivering better value and choice for my clients.

For me, planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most.

I recognise not every client is the same and each persons personal situations are unique. I enjoy taking time to get to know each of my clients and what is important to them. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, leaving a legacy to your loved ones or a cherished cause, or simply buying a Ferrari, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from investments and insurance to tax and estate planning while offering exclusive opportunities.

Plus, through the use of True Potentials award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.

I have worked in Financial Services since the beginning of my career and my main GOAL is to provide the best possible service to the clients I look after. I am a Professional, Friendly and Passionate Financial Advisor who will look to help you achieve your financial goals.

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

I hope you have found the website and biography useful and found the answers you look for and I hopefully look forward to helping you achieve your GOAL soon.

Areas Served

  • North England
  • North West England

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.

Mortgages & Borrowing

A mortgage is one of the biggest financial commitments you are likely to make in your lifetime. So, if you are a first time buyer or have a property portfolio, having the right mortgage can save you thousands of pounds. With the vast array of products and lenders, I can provide the specialist advice you need.

I offer clients the option to pay for mortgage advice by fee rather than commission.

Your home may be repossessed if you do not keep up repayments on your mortgage.