Oliver Franks - True Potential Wealth Management

22/04/2025

I hope everyone enjoyed the bank holiday weekend ☀️🐣

I am now out of office until Wednesday 30th April.

For urgent enquiries, please contact me on 07544277302 and leave a voicemail.

31/03/2025

What can I expect from an initial meeting? 👨‍💻
The aim of a first meeting is for me to find out about you, your aspirations and financial goals.

Meetings can take place wherever you are most comfortable. Often people like to be in their own home, others like to meet in a coffee shop. We can also meet via Teams/Zoom.

We will spend time discussing what financial success looks like to you, as well as completing an initial fact find activity.

28/03/2025

26/03/2025

Key moments from today’s budget!

26/03/2025

Contact me to find out if a Stocks & Shares ISA is right for you.
With investing, your capital is at risk. Investments can fluctuate in value and you may get back less than you invest. ISA eligibility criteria applies. Tax is subject to an individual’s personal circumstances, tax rules can change at any time.

📞 07544277302
📧 [email protected]
💻 www.truepotential.co.uk/oliver-franks

22/03/2025

⏳ Two Weeks To Go! ⏳

There are just two weeks remaining until the end of the tax year.

It’s time to utilise your personal allowances before they are lost for this tax year.

The new tax year begins on the 6th April.

📞 07544277302
📧 [email protected]
💻 www.truepotential.co.uk/oliver-franks

20/03/2025

Contact me to find out if retirement and pension advice is right for you.
With investing, your capital is at risk. Investments can fluctuate in value and you may get back less than you invest. Pension eligibility criteria applies.

📞 07544277302
📧 [email protected]
💻 www.truepotentail.co.uk/oliver-franks

06/03/2025

Contact me to make the most your tax-free allowances ⏳

With investing, your capital is at risk. Investments can fluctuate in value and you may get back less than you invest. ISA and Pension eligibility and tax rules apply.

To find out more 👇

📞 07544277302
📧 [email protected]
💻 www.truepotential.com/oliver-franks

28/02/2025

As we head towards March, here is a reminder of what we can help with 👇🏼

📈 Investment & Savings
📈 Retirement & Pensions
📈 Inheritance, Estates & Tax
📈 Protection
📈 ISA & Pension Allowances-Use them before the tax year ends in April!

📍 Based in Cam, Gloucester

27/02/2025

More feedback from clients 🌟