Financial Adviser True Potential Wealth Management - Poole

Financial Adviser True Potential Wealth Management

Address: Iain Murray: True Potential Wealth Management, Limosa House, 22 Strand St, Poole BH15 1SB, United Kingdom.

Phone: 7713923818.

Website: truepotential.co.uk.

Especialidades

Financial planner, Financial consultant, Life insurance agency, Mortgage broker.

Otros datos de interés

Online appointments, On-site services, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended.

Opiniones

This company has 18 reviews on Google My Business.

Average opinion: 5/5.

Based on customer reviews, Iain Murray at True Potential Wealth Management provides exceptional service, making the mortgage process smooth and hassle-free. He is knowledgeable, patient, and always available to address queries. His ability to navigate changing interest rates and secure the best deals is impressive.

Customers have praised Iain's expertise, professionalism, and dedication to his clients. His ability to explain complex financial concepts in a clear and concise manner has earned him a reputation as a trusted financial advisor.

Características

Ubicación

True Potential Wealth Management is located in Poole, United Kingdom.

Información recomendada para una persona que busca sobre el

Si estás buscando un asesor financiero confiable y experimentado en la industria de los seguros de vida y la gestión de la riqueza, True Potential Wealth Management es una opción recomendada. Con su enfoque en brindar servicios de alta calidad y personalizados, Iain Murray y su equipo pueden ayudarte a lograr tus objetivos financieros.

👍 Reviews of Financial Adviser True Potential Wealth Management

Th A.

5/5

My wife and I were looking for a mortgage broker to help us with getting a mortgage for our new home.
Our experience with Iain was superb!
Iain explained every step of the process to us and patiently answered all our queries. He was always available and eager to help. He kept a close eye on the ever-changing rates and secured us the best possible deal available at the time.
It has been a pleasure working with Iain and we would be delighted to have him as our advisor again in the future.
We definitely recommend him.

Bex L.

5/5

Happy with my initial consultation with Iain. He seemed friendly, knowledgeable, and willing to listen to my query. I would have no hesitations to speak with him again in the future.

Sean B.

5/5

Iain was superb from the first meeting I had with him and that excellent service has continued over the last 9 months providing very professional mortgage and insurance advice. He’s a very friendly person with a wealth of knowledge. I highly recommend him and will definitely use services in the future.

Nick R.

5/5

I've always found Iain to be a great adviser and would happily recommend him to my friends and contacts. He's always happy to take the time to find out about the needs of his clients and explain things in a straightforward way.

Hazel S.

5/5

Excellent pensions advice - Now that Iain has reviewed my current pension arrangements and suggested next steps I now feel I am able to make an informed decision on what to do next with regard to planning for my retirement! I would highly recommend Iain.

Wareham P.

5/5

I have been putting off sorting out my pension for far too long and tend to glaze over when talking finances, but Iain made the whole process easy and understandable. He was really helpful and professional, my pension is now sorted and I would highly recommend him for all types of personal finance

Rob H.

5/5

Iain was informative and professional with a great knowledge of mortgage options.
I also went to Iain for pension advice and once once again very pleased with his service.

Will H.

5/5

Iain is a lovely personable guy who is very knowledgeable. I was led through all the jargon along the way and feel like i got exactly what i wanted when i contacted him. Thanks Iain