Rodney Wilcock Dip Pfs - True Potential
Financial Advice Tailored To You
1 Orchard House, 53, Station Avenue, Sandown, PO36 9BW Directionshttps://www.yell.com/biz/rodney-wilcock-dip-pfs-true-potential-sandown-9872757/#view=map
Why Choose Us?
Our location
Business overview
Face to Face Financial Advice you can trust
With over 20 years experience in helping customers achieve their financial goals i am confident that i can work with you to achieve yours. Whether its saving for the future, preparing for retirement, protecting those dear to you, or buying a new home, I believe building a long-term relationship with someone whose advice you can trust is the key to achieving your goals and aspirations.
I recognise that in today’s fast paced world finding the time to plan for you and your family’s future can be difficult, with this in mind I am able to help you by meeting in your home at a time or day that is convenient for you.
Investment Planning
Reliable wealth management advice and the right investment strategy are crucial to securing your financial well being. If you are looking to invest for income or growth, I can provide quality advice, comprehensive solutions and ongoing service.
True Potential Investments’ carefully constructed range of risk-rated funds, including the exclusive True Potential Wealth Strategy Funds, enable you to spread your investments across a wide range of asset types and fund manager styles to create a personal, diversified portfolio solution.
As a client, you will also have 24/7 access to your investments on your personal client site and the ability to top up on-the-go with True Potential’s world-first impulseSave® technology.
Retirement Planning
Regardless of where you are in life, it is important to receive expert and professional advice on your retirement plans and requirements.
Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and access to world-class investment funds. Plus, I can ensure that you are taking full advantage of new pension freedoms.
I also offer the following services:
. Protection
. Mortgages & Borrowing
. Long Term Care
. Equity Release
For Further information & advise please call me today.
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Photos
Prices
Products & Services
Financial Planning
Financial Consultants
FCA Regulated
Investment Consultants
Investments
Life Insurance
Mortgage Advice
Pensions
Tax Planning
Income Protection Insurance
Equity Release
Buy to Let Mortgages
Child Savings Account
Independent Financial Advisers
Life Assurance and Pension Consultant
Mortgages
Credentials
Accreditations
- Financial Services Compensation Scheme
Associations
- Personal Finance Society (001434372B)
- FCA (RJW00103)
Qualifications
- Financial Planning, Level 4 Diploma (Chartered Insurance Institute)
- Mortgage Advice, Certificate (Chartered Insurance Institute)
Reviews
Featured review
Very reliable, easy to talk to and always a phone call away , lovely man excellent advisor.
5Thank You so much Helen, it has been a real pleasure meeting you and Martin and helping you achieve your financial goals
Fantastic
5Would highly recommend Rodney to any one needing financial advice.
Thanks Glenn it was a pleasure working for you
Thanks Glenn it was a pleasure working for you
Rodney Wilcock gave us total support thank you,,,,
5Mr Wilcock has been on 'our case' since we were living in Spain and introduced us to the idea of a
Retirement Interest Only mortgage, for which we were provisionally approved.
We own a house on the Isle of Wight which is now on the market.
We then sold our Spanish assets which then changed our requirements. We could have taken a mortgage to buy
a home in the UK but he was quick to point out that momentarily we would be owning two homes with the commensurate
extra cost of 3% stamp duty.
More recently we have accepted an offer on our Isle of Wight home, and the mortgage was no longer needed.
Despite not doing any mortgage business we shall be eternally grateful for Mr Wilcock's candour and good advice, and we would recommend his as reliable partner to those seeking a mortgage.
Thank you, please would you pass this on
Sincerely
Gil and Monica Hughes
Thanks Gil and Monica for your kind review, it was lovely meeting you both and I’m glad everything dropped into place the way it did for you, happy house hunting for your new home, best wishes Rodney
Thanks Gil and Monica for your kind review, it was lovely meeting you both and I’m glad everything dropped into place the way it did for you, happy house hunting for your new home, best wishes Rodney
Thanks Rodney
5Thank you so much for your review, glad we could save you some money and ensure you and your family are protected.
Thank you so much for your review, glad we could save you some money and ensure you and your family are protected.
High expectations
4Thanks Ricky really appreciate it
Thanks Ricky really appreciate it
Thank You so much Helen, it has been a real pleasure meeting you and Martin and helping you achieve your financial goals