Jonathan Wilcox

Financial Adviser with True Potential

Newton Le Willows, Merseyside

As a Wealth Management Partner at True Potential, I am dedicated to placing my clients at the forefront of everything I do, ensuring that they receive exceptional value and choice. Financial planning is not just about numbers; it’s about understanding the people and dreams behind those figures.

I recognise that each client’s situation is unique, and I take the time to understand what truly matters to them. Whether you are planning for a worry-free retirement, saving for your children’s education, pursuing a lifelong ambition, or leaving a legacy, I am here to guide you every step of the way...

Wealth management can be complex, but I strive to simplify your financial life by addressing all aspects of your financial well-being, from investments and insurance to tax and estate planning. With the support of True Potential’s award-winning technology, I offer clear and transparent advice in a way that is both simple and convenient, giving you 24/7 access to your financial affairs.

My primary goal is to provide the best possible service, helping you achieve your financial objectives with professionalism, dedication, and passion.

Qualifications
  • DipPFS - Personal Finance Society
  • AF4 Investment Planning - Chartered Insurance Institute - 04/2017
  • CII Level 4 Award in Pensions Update - Chartered Insurance Institute - 25/02/2015
  • CII Level 3 Award in Long Term Care Insurance - Chartered Insurance Institute - 14/03/2013

My Services

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

10 awards
10 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

£32 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 2023

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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.

How can I help you?

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Client testimonials