Barrie Kent

Partner @True Potential LLP

Carmarthen, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Dec 2012 — Present

Partner @True Potential LLP

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Key benefits of being a True Potential Wealth Management client:Wide range of investment options available to meet your needs.To help you achieve your financial goals, we can invest your capital within innovative risk-based strategies from several leading investment managers or choose to construct a bespoke plan using the more than mutual funds, Exchange Traded Funds, or equities available to us.We also have access to a range of exclusive tax-wrappers to ensure that your investments are as tax efficient as possible.We make it easy for you to control your finances.True Potential Wealth Management is a key partner of the True Potential Wealth Platform.The Wealth Platform is a tool that allows you to have a holistic view of your investments. You will be able to view all your financial legacy and portfolio information in one location. This not only helps to improve efficiencies and supports cost savings for you, it also puts you in control of your finances through detailed performance reporting and 24/7 access from your PC, laptop or mobile device (apps currently available for iPhone, Blackberry, iPad and Android).You also have the ability to communicate directly and securely with your adviser through the platform.Barrie Kent is a registered individual of True Potential Wealth Management which is authorised and regulated by the Financial Conduct Authority. FSR number 529810.Investment

SKILLS

Financial AdvisoryRetirement PlanningIncome ProtectionInsuranceFinancial PlanningMortgage LendingRetirementStrategic Financial PlanningCritical IllnessInvestment BondsBusiness ProtectionLife InsurancePortfolio ManagementPensionsEstate PlanningInvestmentsMutual FundsSavingsPension FundsRelevant Life InsuranceWealth ManagementInheritance Tax PlanningWealthMortgage

ABOUT BARRIE KENT

Providing up to date, face to face, Financial Advice through medium of English and…

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Barrie Kent — Partner at True Potential LLP in Carmarthen, GB | Unifers