True Potential Wealth Management-Marcus Gill

True Potential Wealth Management-Marcus Gill True Potential Wealth Management can help with Pensions, ISA's and investment planning.

13/08/2026

Financial security isn't just about building savings and investments. It's also about protecting your income, supporting your loved ones and planning for the future.

In our latest blog, we explore the key areas of financial security, from protecting your income and lifestyle today to planning how your wealth is passed on in the future.

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This material is for general information only and does not constitute a personal recommendation or financial advice. Capital at risk. The value of investments can go down as well as up. Tax rules and eligibility apply.

29/07/2026

Knowing when to save and when to invest can play an important role in helping you achieve your financial goals. While saving can provide security and easy access to your money, investing offers the potential for long-term growth.

In our latest blog, we explore the key differences between saving and investing, helping you understand how to find the right balance.

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This material is for general information only and does not constitute a personal recommendation or financial advice. Capital at risk. The value of investments can go down as well as up. Tax rules and eligibility apply.

17/07/2026

Could your cash savings be working harder for you?

We're excited to introduce True Potential Cash Savings, a new service delivered in association with Bondsmith, designed to make managing your cash savings simpler - all through your True Potential app or online account.

With a single application, you can:

✅ Access competitive savings rates from a marketplace of UK banks

✅ Open and manage multiple savings accounts

✅ View your cash savings alongside your investments

✅ Manage everything in one place

Find out more about True Potential Cash Savings. Link in comments.

14/04/2026

We are proud to announce that True Potential is supporting Tiny Lives Trust UK as our charity of the year.

Tiny Lives UK is a Newcastle-based charity supporting premature and sick newborn babies and their families across the North East. Every year, they support more than 850 families facing one of the most challenging journeys anyone can experience.

They fund essential resources such as parent packs, Claire’s Nests and Miniboos that help parents bond with their baby alongside financial assistance for families facing additional weekly costs. Their work ensures families feel supported and empowered.

Throughout 2026, we will be fundraising to help Tiny Lives continue their life-changing work to support neonatal babies and their families when they need it most.

19/02/2026

Are you prepared for the tax year ending on April 5th? Planning ahead could make a meaningful difference to your finances.

In our expert blog, we cover the key opportunities you should consider before tax year end from maximising your Pension and ISA allowances to understanding gifting and Inheritance Tax.

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Capital at risk. The value of investments can go down as well as up. ISA eligibility and tax rules apply. Pension eligibility and tax rules apply.

17/01/2026

Thinking about taking from your pension pot while still working?

In this expert blog, we outline the key points to consider, including how pension withdrawals are taxed and the Money Purchase Annual Allowance works, to help you make an informed decision.

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Capital at risk. The value of investments can go down as well as up. Pension eligibility and tax rules apply.

25/12/2025

Wishing you a Merry Christmas from all of us at True Potential

11/12/2025

Over the next two decades, trillions are set to be passed down in the UK’s biggest-ever wealth transfer. Are you prepared to manage what you inherit?

Our expert blog explores the key considerations to take when preparing to inherit wealth, from understanding the tax implications to making a goal-based financial plan.

Link in comments.

Capital at risk. The value of investments can go down as well as up. Tax is subject to an individual’s personal circumstances, and tax rules can change at any time.

03/12/2025

This December, we are proud to support Cash for Kids and their Mission Christmas campaign for the seventh year running, helping children across the North East and UK who are living in poverty. Mission Christmas ensures that children who may otherwise wake up without a gift receive something special, bringing joy and dignity to families in our local communities.

Throughout the month, our staff will be collecting gifts and fundraising to support the campaign, helping bring warmth, joy, and hope to children who need it most.

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Glossop
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