Mark Barrett - Financial Adviser

As a True Potential Wealth Management Partner, I am now part of the highly-successful True Potential group of companies. With over 35 years’ experience in the Financial Services Industry I’m committed to delivering better value and choice for my clients.

A large number of clients come to us through the recommendation of a friend or family member with their own individual goals and needs. Based on these goals and the time horizons we create an appropriate action plan for them.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

By providing straightforward and transparent advice in a simple and convenient way we manage each client portfolio so that over time we may minimise risk and costs so that every client may stay on track to meet their future goal objectives.

By using True Potentials award winning technology every client has access to their own secure client site providing online access to their portfolios 24/7through their PC, tablet or iPhone. Working closely with my clients they are able to reach me at all times by either phone, email, text or the online Secure Message system available via their own personalised client site.

I appreciate that Managing your wealth can be complex and time-consuming. I can help simplify your life by addressing all aspects of your financial wellbeing from investments and retirement planning while offering exclusive opportunities.

I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and review the most recent awards and accolades awarded to True Potential.

Mark Barrett Financial Adviser

Areas Served

  • Midlands

Mark Barrett - Financial Adviser

Mark Barrett - Financial Adviser

As a True Potential Wealth Management Partner, I am now part of the highly-successful True Potential group of companies. With over 35 years’ experience in the Financial Services Industry I’m committed to delivering better value and choice for my clients.

A large number of clients come to us through the recommendation of a friend or family member with their own individual goals and needs. Based on these goals and the time horizons we create an appropriate action plan for them.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

By providing straightforward and transparent advice in a simple and convenient way we manage each client portfolio so that over time we may minimise risk and costs so that every client may stay on track to meet their future goal objectives.

By using True Potentials award winning technology every client has access to their own secure client site providing online access to their portfolios 24/7through their PC, tablet or iPhone. Working closely with my clients they are able to reach me at all times by either phone, email, text or the online Secure Message system available via their own personalised client site.

I appreciate that Managing your wealth can be complex and time-consuming. I can help simplify your life by addressing all aspects of your financial wellbeing from investments and retirement planning while offering exclusive opportunities.

I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and review the most recent awards and accolades awarded to True Potential.

Areas Served

  • Midlands

Areas of Expertise

Investment Planning

Reliable wealth management advice and the right investment strategy are crucial to securing your financial wellbeing. 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.

In addition, our unique True Potential One® life planning tool helps you manage both the accumulation and drawdown phases of your retirement.

Mortgages & Borrowing

A mortgage is one of the biggest financial commitments you are likely to make in your lifetime. So, if you are a first time buyer or have a property portfolio, having the right mortgage can save you thousands of pounds. With the vast array of products and lenders, I can provide the specialist advice you need.

I offer clients the option to pay for mortgage advice by fee rather than commission.

Your home may be repossessed if you do not keep up repayments on your mortgage.