Rodney Wilcock Dip Pfs - True Potential
Financial Advice Tailored To You
3 Grove Rd, Sandown, PO36 9BQ 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
Rodney Wilcock (Dip PFS) - Financial Adviser
Whether its investing 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.
Based on the Isle of Wight 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.
For me, planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most, recognising that everyone’s personal situations are unique I will take the time to get to know you and what’s important to you. Whatever your financial goals are, I can work with you every step of the way to ensure you achieve them.
Through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs.
Providing face to face advice across the Isle of Wight, I am also able to provide remote advice via Telephone or Zoom including to clients further afield.
Thank you for taking the time to look at my site and if you would like to discuss your future plans further please contact me by phone on either 01983 407514 or 07927215394 or
email:[email protected]
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