John Wright - Financial Adviser

“True Potential Wealth Management Elite partner 2019
Wealth Management Partner of the year 2017”

With over 31 years in financial services, I have the experience and knowledge, backed by high levels of qualification to provide the best advice and outcomes for my clients. My clients appreciate the service and advice I give which is evidenced by the reviews I receive through the industry trusted website Vouchedfor. You can see these reviews by clicking the Vouchedfor logo on the right-hand side of this page.

My specialist areas are as follows:

Pension Advice:

I provide key advice regarding your pension options when approaching or in retirement. With the introduction of Flexible Access Drawdown, advice and knowledge is more important than ever. Consolidating old pension plans into one easy to manage plan where flexible income can be provided and reviewed can be of huge benefit for many, managing a secure withdrawal level whist maintaining appropriate investment strategies are paramount to the success of this valuable planning.
Our team also specialise in helping clients who may have more complicated pension circumstances such as Occupational Pensions and require detailed retirement planning advice when considering the most appropriate options to take.

Investment advice:

People invest for many reasons and I have vast experience in providing the correct solutions to meet your personal goals and objectives. Whether you are investing for income to supplement your pension or earnings or looking for capital growth for a future need, we have tailored solutions to help meet those expectations.

Service:

An initial meeting is always without cost and without time limit so please feel free to contact me to arrange a meeting, first meetings are generally held remotely via a telephone call as this is more efficient for all parties and allows meetings to be arranged more easily around your availability.

I provide regular reviews to ensure your planning remains as planned and alterations are made to suit your changing circumstances. I remain available to all my clients should you need additional help and support as is shown in the reviews I receive. Clients also the ability to monitor the progress of your funds using your own personalised website via True Potential’s unique online proposition.

I would welcome the opportunity to offer you my advice and guidance.

Areas Served

  • All of UK

Reviews and Ratings for Financial adviser John Wright, Newcastle-upon-Tyne

John Wright - Financial Adviser

John Wright - Financial Adviser

“True Potential Wealth Management Elite partner 2019
Wealth Management Partner of the year 2017”

With over 31 years in financial services, I have the experience and knowledge, backed by high levels of qualification to provide the best advice and outcomes for my clients. My clients appreciate the service and advice I give which is evidenced by the reviews I receive through the industry trusted website Vouchedfor. You can see these reviews by clicking the Vouchedfor logo on the right-hand side of this page.

My specialist areas are as follows:

Pension Advice:

I provide key advice regarding your pension options when approaching or in retirement. With the introduction of Flexible Access Drawdown, advice and knowledge is more important than ever. Consolidating old pension plans into one easy to manage plan where flexible income can be provided and reviewed can be of huge benefit for many, managing a secure withdrawal level whist maintaining appropriate investment strategies are paramount to the success of this valuable planning.
Our team also specialise in helping clients who may have more complicated pension circumstances such as Occupational Pensions and require detailed retirement planning advice when considering the most appropriate options to take.

Investment advice:

People invest for many reasons and I have vast experience in providing the correct solutions to meet your personal goals and objectives. Whether you are investing for income to supplement your pension or earnings or looking for capital growth for a future need, we have tailored solutions to help meet those expectations.

Service:

An initial meeting is always without cost and without time limit so please feel free to contact me to arrange a meeting, first meetings are generally held remotely via a telephone call as this is more efficient for all parties and allows meetings to be arranged more easily around your availability.

I provide regular reviews to ensure your planning remains as planned and alterations are made to suit your changing circumstances. I remain available to all my clients should you need additional help and support as is shown in the reviews I receive. Clients also the ability to monitor the progress of your funds using your own personalised website via True Potential’s unique online proposition.

I would welcome the opportunity to offer you my advice and guidance.

Areas Served

  • All of UK

Reviews and Ratings for Financial adviser John Wright, Newcastle-upon-Tyne

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.

Protection

Protecting you and your family from unforeseen circumstances is essential now, and in the years to come.  I can provide protection cover in the various forms of life, critical illness and disability solutions as well as guidance on Inheritance Tax.

My clients say...

John Wright - Financial Adviser

"I approached John as I had a need for investment of savings and continuing income for retirement. John Wright is top-notch. He's always available for advice and he delivers this at all times with friendly, authoritative explanations and with good humour and courtesy. I have absolutely seen the outcome I was looking for. I can't think of any further advice to one who consistently offers a superb service. Thanks once again for a superb service, John. All your work over the years has been much appreciated – and long may that continue! "

My clients say...

John Wright - Financial Adviser

"I approached John as I needed someone to advise me on my existing pension strategy. John Wright looked at available pensions and advised a way forward to maximise potentials. Prior to the current pandemic, my investments were performing as hoped for. John has always given his best advice. John always gives honest advice, knowledgeable and passionate about the service he provides. Very easy to deal with an excellent character."

My clients say...

John Wright - Financial Adviser

"I approached John as I had money to invest, a mortgage to find and a pension to transfer. John found us a great deal on our mortgage and invested it wisely. He also took charge and managed to transfer my company pension into a true potential platform when the company were dragging their heels. Everything he did for me turned out as he explained and even during the coronavirus lockdown he kept us informed and assured us our investments were being well looked after. John is so approachable easy going and relaxed but is really on top of his game at all times it is hard to think of anyways he could improve. He is a credit to his profession he is passionate about what he does and always caring to his clients. John is approachable and has a wonderful way of making you relaxed and always makes everything so easy to understand. "

My clients say...

John Wright - Financial Adviser

"I approached John due to retirement and wanting help gaining access to my pension. John Wright helped us by explaining all options and what was best for us with extreme patience. I have seen the outcome I was looking for and John could have done nothing better. We appreciated very much the time you took to go through everything with us and explain it in a way which we could understand. You have always been available if we had any questions and very patient which made us comfortable dealing with you."

My clients say...

John Wright - Financial Adviser

"John has been a valued advisor to us for Many years, not only to myself and partner but to all our friends and family. We look to John for all financial advice. John helped us with remortgages and pensions to name but a few and we have always seen the outcome we were hoping for. John has given us sound advice over the years and we put our ultimate trust in John for all of our financial dealings. When you find the right financial advisor, where no question is a silly question, when everything is explained in fine detail (should you need it) then they will stay with you as a trusted advisor, friend and confidante for life. John is our forever go to guy for all of the above, he has been an immense support to us over the years, he truly is a phenomenal gentleman. "

My clients say...

John Wright - Financial Adviser

"I had approached an advisor previously in order to consolidate various legacy pensions but had reached a point where I needed to then understand my pensions situation and John was recommended to me by my brother who had spoken very highly of the service and ongoing relationship that John provided. Initially John was very keen for me to understand my pension and was prepared to spend time educating me on how it all hangs together. Previously, at the mention of 'pensions' I would have glazed over and this is why I had remained in a position of ignorance about one of the most crucial elements of my finances. This is no longer the case. John has provided me with a level of understanding where I now have a genuine interest in something that I had felt was very much a specialised area and out of my grasp. He was keen to address every element and not just the larger 'pots' of money. Absolutely and more. I now understand my pensions, have full access to look at them via the online dashboard and have complete confidence that any matters will be dealt with by John and his team, and that my pensions are being actively managed and my interests looked after. John goes the extra mile, he's also assisting with me sorting my will out and his team have been excellent with additional knowledge when I wanted to understand my credit file, not pension related, but because they had the expertise to advise, they were happy to help. Excellent all round and I now enjoy my pension related calls! I honestly can't think of any improvement suggestions. I am a stickler for outstanding customer service and this is exactly what I've received. Can't thank you enough John for bringing the whole 'pension' subject to life for me and taking the time and having the patience to ensure that I now understand what's what with it all!! It has given me peace of mind, I knew I was at sea with my pensions stuff but didn't realise quite what a burden it was until I got to this position of understanding, which I couldn't have done without you! Well done! Love your approach and collaborative work style which is why I was totally confident and more than happy to recommend you to one of my good friends."