Rodney Wilcock Dip Pfs - True Potential

Financial Advice Tailored To You

1 Orchard House, 53, Station Avenue, Sandown, PO36 9BW Directions

Tel 07927 215394
   Now closed 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

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

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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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