Tell me your goals

Jonathan Wilcox

Financial Adviser with True Potential

Newton Le Willows, Merseyside
Headshot of Jonathan Wilcox

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

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.

Mortgages & Borrowing

Mortgages & Borrowing

Whether you are a first-time buyer or have a property portfolio, with the vast array of products and lenders, I can provide the specialist advice you need.

Protection

Protection

I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.

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 2023

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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 07421 326885

How can I help you?

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Client testimonials

Manuel

What could they have done better?

I don't think Jonathan could have helped us more to be fair. Any disappointment I have is down to the private pension company who seemed to have a long drawn process when it comes to releasing funds which has cost me a considerable amount financially...

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

I had to finish work unexpectedly due to health issues which in turn had a financial impact. Debts were building plus I had family expenditure responsibilities i.e. son's wedding, birth of grandchildren and a construction project I was committed to on the home. I'd reached 55 and after talking to friends about pensions they mentioned the benefits of speaking to a financial adviser.

How has Jonathan Wilcox helped you?

Jonathan spoke at length about the different options open to me. He gave an analysis of all my pensions and explained at length any information that wasn't sinking in. Furthermore Jonathan is a personable person which helped with our conversation and we didn't feel pressure to make any decisions going forward.

Have you seen the outcome you were hoping for?

At the moment yes. We received a 25% tax-free lump sum which has been invaluable to our finances. It's too early to say how the remaining sum of money invested from the private pension will perform.

Karen

What could they have done better?

In my opinion…nothing Jonathan has promised myself and my husband annual reviews. I am fully confident that this will happen going forward...

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

Unhappy with the performance of my pension and non contact/disinterest from the Advisor it was sitting with

How has Jonathan Wilcox helped you?

Jonathan has transferred my pension after doing thorough research as to whether it would have been in my best interest to do so. Also, following a large inheritance Jonathan gave myself and my husband advice on the best way to invest/use these monies alongside our pensions.

Have you seen the outcome you were hoping for?

Yes. I have had more contact with Jonathan in the past 10 months I/we have been a client than in the previous 6 years with the previous advisor. I 100% trust that Jonathan will always act in my best interests.

Stephen

What could they have done better?

Nothing

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

Was looking for early retirement options

How has Jonathan Wilcox helped you?

Jonathan has always been open, frank & honest in our discussions...

He took time to listened to and understand our circumstances and in our opinion provided appropriate advice and guidance. We have known Jonathan now for around 6 years and he has always made the sometimes complicated areas of pension planning and tax advice understandable.

Have you seen the outcome you were hoping for?

We are happy with how matters have progressed over the time we have known Jonathan, particularly over some difficult years of financial market instability as a result of COVID, the war in Ukraine and the current cost of living crisis.