Scott Whitfeld
True Potential Wealth Management LLP
Minimum savings/pensions: Any amount
Minimum mortgage: Any amount
0330 038 8940
Based in Truro
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FCA status: Certified by Firm
Scott is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Scott's status
Last checked: 08 March 2025
Scott is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Scott's status
6
Recent Client Reviews
Scott has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Scott has received 6 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 23 June 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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Scott has not yet added their qualifications to their profile
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Scott has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Scott is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Scott's status
Last checked: 08 March 2025
Scott is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Scott's status
6
Recent Client Reviews
Scott has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Scott has received 6 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 23 June 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Scott has not yet added their qualifications to their profile
Qualifications not yet added
Scott has not yet added their qualifications to their profile
Transparent Fees
Scott has not yet added their fees to their profile
Fees not yet added
Scott has not yet added their fees to their profile
I have worked in financial services for over 15 years and provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most. My advice covers all areas of wealth management, including, retirement planning, wealth protection, savings, and investment planning. As a Partner of True Potential Wealth Management based in Truro, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Scott's clients
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This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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Adviser Disclaimer
All Wealth Management Partners are Restricted Financial Advisers within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership. OC356611. Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time. We offer non-investment protection products (e.g., term assurance, income protection and critical illness from a range of insurers). Please remember your home or property may be repossessed if you do not keep up repayments on your mortgage. We give clients the option to pay for mortgage advice by fee rather than commission. We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers. The Financial Conduct Authority do not regulate, Will Writing, Tax Advice and Estate Planning. The guidance and/or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.