Barrie Kent @ True Potential Wealth Management LLP

Financial Services in Carmarthen

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23 Spilman Street
Carmarthen
Dyfed
SA31 1LQ

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Opening hours

Monday to Friday: 10am - 4pm

Saturday to Sunday: Closed


Key Services

business accounts, business tax, finance



About

  • Retirement Planning
  • Mortgage and Borrowing
  • Services Offered

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Regulatory Statement

Barrie Kent is a registered individual of True Potential Wealth Management which is authorised and regulated by the Financial Conduct Authority. FSR number 529810.

Investment
Restricted Advice : We will only advise and make a recommendation to you after we have assessed your needs. We offer full advice on limited types of Products. Primarily, we will advice you on Strategy Funds and the tax wrappers held on the True Potential Investments Wealth Platform; in circumstances where this is not suitable to meet your needs, we will broaden our research to other companies with products not available on the True Potential Wealth Platform, which we use when it is suitable. You may ask us for a list of those companies.

Investments can fluctuate in value and investors may not get back the amount they invest.

Non-investment protection contracts :We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers.

Mortgages:
We will advise and make a recommendation for you after we have assessed your needs.
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.

Key benefits of being a True Potential Wealth Management client:

Key benefits of being a True Potential Wealth Management client:
Our belief is that by helping you understand your goals, aspirations and attitude to risk, you become more confident and empowered.
Wide range of investment options available to meet your needs.
To help you achieve your financial goals, we can invest your capital within innovative risk-based strategies from leading investment managers or we can access investments from the whole of the market to create a bespoke plan that's tailored just for you. In addition, to ensure that your investments are as tax efflcient as possible, we can take advantage of the various tax wrappers that are available.

We make it easy for you to control your finances.
Through your own personalised website you can analyse and track all of your accounts with us, along with any legacy assets you hold elsewhere including your bank accounts – all in one convenient location.
Our planning tools ensure your investment goals are realistic.
By correctly understanding your appetite for risk, we can ensure that the goals you set are realistic and the investment strategies recommended are the most suitable. We ascertain your risk profile through a number of methods and display these in a way that is easily understood. We can also interrogate the risk profile of your existing products, to ensure that they are correctly invested and, if not, look at where they would better suit your individual needs.
Our exclusive relationships help you get the best pricing possible.
By partnering with investment experts, the True Potential Group and its companies are able to offer clients lower fees compared to those typically offered to retail investors.

About Barrie Kent

As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I'm committed to delivering better value and choice for my clients.

With over 27 years experience helping individuals and families reach their financial goals, I can provide a wealth of knowledge and expertise.

Recognising that everyone's personal situations are unique, I will take the time to get to know you and what's important. And, through the use of award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way.

As a result, you will be better informed, confident and empowered to reach your financial goals.

I will make no compromise.

Savings and Investments

Reliable wealth management advice and creating the right investment strategy are crucial elements in securing your future financial well-being. Whether you are looking to invest for income or growth, we can provide the quality advice, comprehensive investment solutions and ongoing service to help you achieve your financial goals.

Our carefully constructed, risk-rated portfolios enable you to spread your investments across a wide range of global asset types and choose fund managers with different investment styles to create a balanced and diversified investment solution.

Retirement Planning

Regardless of the life stage you have arrived at, it is important to receive expert and professional advice on your pension plans and requirements.

Whether you need to set up or review existing retirement planning strategies, for you or your employees, we have ways to help you make the most of your retirement opportunities.

Mortgage & Borrowing

A mortgage is one of the biggest financial commitments most of us are likely to make in our lifetime. Whether you are a first time buyer or have a property portfolio, having the right mortgage can save you thousands of pounds. Also, with so many lenders offering such a vast array of products, it is vitally important to seek the right specialist advice.

We can provide you with access to a great range of products offered by lenders across the market place.

Protection Planning

Protecting you and your family from unforeseen circumstances is vital to your financial well-being, now and in the years to come. And there are no shortage of situations where insurance is necessary, like insuring your home against damage or theft, or going on holiday. I can offer an extensive product range including: Life cover (including Term Assurance and Whole of Life); Critical Illness; Income Protection; Employee Benefits; and, Private Medical Insurance.

Trust and Estate Planning

Gone are the days when Inheritance Tax (IHT) was the sole concern of the wealthy. But while many people are aware of the need for IHT planning, few still do anything about their potential liability. So few, in fact, that HM Revenue & Customs collected £5.1bn in IHT revenues in 2019/20 alone.

IHT is just one of the many areas to consider when protecting your family and home - others include Capital Gains Tax, illness and loss of income. Assessing the right protection for your specific needs is essential to any wealth management solution.

Trading Since

2012

Find Us

SA31 1LQ

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Products and Services

We offer these services

  • video
  • website
  • Free Quotes
  • Late Opening
  • Customer Toilets

We offer these payment methods

  • Cheque
  • Delta
  • Maestro
  • Visa
  • PayPal
  • Bank Transfer
  • Direct Debit
  • Standing Order
  • WorldPay

Testimonials

We\'ve used Barrie several times now and always find him friendly, approachable, and very knowledgeable in all areas of financial planning. He always explained things in a way which was easy to understand. We found he always went the extra mile to get us the right deal. I would have no hesitation in recommending him to family and friends. What could your adviser do better? Nothing

Mr


Knows exactly what we want out of our Investments, always contactable, friendly and efficient in handling our money. Mr. Kent was a great "find" as far as we are concerned. What could your adviser do better? In my Profession I used Bar Charts, Pie Charts and Graphs until the Cows came home, I would like to see a very simple piece of paper that to;d a simple story such as "How much have we invested at the beginning of the tear and what is the result at the end of the year

Mr


Testimonials are added by the business owner and are not independently verified.

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