Tell me your goals

Philip Wasley

CIOBS Diploma Level 4

Financial Adviser with True Potential

Liverpool, Merseyside
Headshot of Philip Wasley

I have been a financial planner for over 25 years covering Merseyside and the North West. This has given me wealth of industry experience. I pride my myself on both my work ethic and my commitment to ensuring everyone has the right to sound and sensible financial advice.

I really enjoy working with True Potential Wealth Management. We help our clients aim for and reach their goals and objectives through the use of technology and regular meetings.

Outside of work I am a keep fit enthusiast, coaching semi-professional football for both male and female players. Running music and reading are my other great passions.

Please feel free to contact me.

Qualifications
  • Diploma in Investment Planning - CIOBS - 24/04/2011
  • Long Term Care - CII - 31/07/2006

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.

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 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 07795195533

How can I help you?

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Client testimonials

Mr Tony Rimmer. Area Manager Barclays Financial Planning.

Throughout the ten years that I worked with Phil at Barclay's he demonstrated an unrivaled passion and enthusiasm for providing the best possible service and advice to all his customers...

He has a vast experience and knowledge of the industry which ensured that he was not only a vital asset to my team but also the wider team supporting his colleagues at Barclay's.

I have no doubt that Phil will continue in this vein with his passion for providing the best possible solutions for his customers.

Mr David Wright

Having worked with Phil for over 10 years I can honestly say it has been a pleasure. Phil has advised both clients and myself and from the outset it was clear that Phil's strength is in his knowledge and experience of business and people...

He is always fair and honest in his advise and I wholeheartedly recommend him!