Veronica H.
Financial Adviser @True Potential LLP
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WORK HISTORY
Financial Adviser @True Potential LLP
As a Financial Adviser with True Potential Wealth Management, part of the successful True Potential Group, I am committed to delivering better value, choice and results for my clients.With over 28 years’ experience helping individuals and families reach their financial goals, I offer a wealth of knowledge and expertise.I provide advice on Savings and Investments, Tax Planning, Retirement Planning, Protection, Trust and Estate Planning, and Business and Succession Planning.I take the time to get to know my clients and find out what’s important to them. With this knowledge, I can produce a financial plan focused on a client’s goals, taking into account their personal situation. In addition, through the use of True Potential’s award-winning technology, I can deliver straightforward and transparent advice in a simple and convenient way.My clients are empowered to take control of their futures and have access to monitor their finances 24/7 online and via tablet or smartphone. Our expertise and process sets us apart. Veronica Harrison is a Restricted Financial Adviser within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership. OC356611.Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time.Please remember your home or property may be repossessed if you do not keep up repayments on your mortgage.We give clients the option to pay for mortgage advice by fee rather than commission.We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers
EDUCATION
CII
Financial Planning Certificates
Institute of Financial Services
DipFA and CII(MP)
ABOUT VERONICA H.
I am a Financial Advisor, and partner with award-winning True Potential wealth…
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