Tell me your goals

Chris Philcox

DipFA AF7

Financial Adviser with True Potential

Bexhill-on-Sea, East Sussex
Headshot of Chris Philcox

I have been helping clients achieve their financial goals for over 15 years. I specialise in retirement planning, including Defined Benefit transfers and Drawdown. I hold the advanced retirement qualifications, ensuring the very best outcome and advice.

I am a Financial Adviser with True Potential Wealth Management, part of the higIhly-successful True Potential group of companies who operate nationwide.

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.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important for both you and your family...

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from pension and retirement structuring through to investment and estate planning.

Using True Potential’s 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.

Qualifications
  • DipFA Level 4 - IFS - 17/05/2012
  • AF7 Pension Transfers - CII - 01/10/2018

My Services

Investment & Savings

Investment & Savings

I can review your investment and savings accounts, and create a bespoke financial plan that you’ll be able to track 24/7
with award-winning technology.

Retirement & Pensions

Retirement & Pensions

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

Inheritance, Estates & Tax

Inheritance, Estates & Tax

I can review all your accounts and create a bespoke plan that makes the most of your tax allowances and maximises the amount your beneficiaries can inherit.

Why True Potential?

We are award winning

Our aim is to revolutionise the way wealth management is delivered. We believe that by using award winning technology to deliver financial services, we empower financial advisers and their clients to take control of their futures.

We are award winning

19 awards
19 industry awards won in 2024

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We provide innovative investments

Whether you’re aiming to pay off your mortgage, cover university fees or just grow your money our Portfolios use a pioneering approach known as Advanced Diversifications to find opportunities for growth that others can’t replicate.

We provide innovative investments

£33 billion
Invested with over 550,000 clients

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We build revolutionary technology

Our clients can check their investments 24/7 and top up anytime with impulseSave. They also get access to exclusive features like True Potential Rewards, which enables them to earn cashback from over 4,000 retailers.

We build revolutionary technology

8 million
Over 8 million logins in 2024

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Get Started

Tell me your goals

Reach your True Potential.

We all have goals in life that we would like to achieve, these can range from long term retirement plans, being able to grow your finances, or to give something to the next generation. However, the longer you wait to act, the more difficult if could be to achieve these goals.

Please get in touch and I can help put together a plan to set you on the right path to achieving your financial goals.

Call me on 07545700890

How can I help you?

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Client testimonials

Richard

I have known Chris for many years, since he worked as a senior advisor for a large building society. Even back then he stood out from the rest in that work was carried out enthusiastically to make the most of available resources, and give what turned out to be very good advise...

He is currently looking after our interests with True Potential, my wife has now also joined his client base. Everything has been explained and talked about in great detail so that the best options for us could be chosen. We both find his approachable and professional manner a breath of fresh air compared to some we experienced in the past and are very pleased with the services offered, and the performance achieved. Very highly recommended.

Andy

We met Chris via the recommendation of a mutual colleague. Chris met us while we were on holiday to ensure the process met our timescale. This meant a long journey for him & an overnight stay. We were already impressed when we met him...

We found Chris to be friendly, knowledgeable and professional in all our dealings. He was honest & truthful about timescales and ensured all were met. We would recommend him unconditionally