Rodney Wilcock Dip Pfs - True Potential

Financial Advice Tailored To You

3 Grove Rd, Sandown, PO36 9BQ Directions

   Open today 07:00 - 20:00

Why Choose Us?

Free Consultation
Many Years Experience
Highest Standards

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]

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Prices

Investment / Pension Advice - Between 1% - 2%
Investment / Pension Ongoing Service - 0.5% Per Annum
Mortgage Advice - No advice charges

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.

5
Rodney explaines everything in detail and I am very happy for the help he has given us since we met him when I asked about my pension, he has gone onto help with our mortgage and gave great advice and gave us confidence in understanding the options, I call him often for help and he is always on hand. A very lovely man to have on my speed dial as he is always there for us Thank you....I highly recommend him. The only down side is he's a West Ham supporter. Ha Ha x but we can put up with that 😄
05 Dec 2019
Thank You so much Helen, it has been a real pleasure meeting you and Martin and helping you achieve your financial goals
05 Dec 2019
Thank You so much Helen, it has been a real pleasure meeting you and Martin and helping you achieve your financial goals
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Fantastic

5
Thank you for all your help you made accessing my old company pension scheme very seamless.
Would highly recommend Rodney to any one needing financial advice.
11 May 2021
Thanks Glenn it was a pleasure working for you
11 May 2021
Thanks Glenn it was a pleasure working for you
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Rodney Wilcock gave us total support thank you,,,,

5
We were recommended True Potential at a suggestion from Nationwide.
Mr 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
12 Oct 2020
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
12 Oct 2020
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
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Thanks Rodney

5
Rodney is very knowledgeable, genuine and helpful. He managed to save me a significant sum on life, health and home insurances that I had taken out when buying a new build house. I'm very grateful & I would definitely recommend him.
24 Mar 2020
Thank you so much for your review, glad we could save you some money and ensure you and your family are protected.
24 Mar 2020
Thank you so much for your review, glad we could save you some money and ensure you and your family are protected.
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High expectations

4
I found Rodney to be very helpful and professional. I hope if all things go as Rodney expects I lol forward to a long association with him.
06 Feb 2020
Thanks Ricky really appreciate it
06 Feb 2020
Thanks Ricky really appreciate it
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