Rodney Wilcock Dip Pfs - True Potential - Sandown

Rodney Wilcock Dip Pfs - True Potential

Rodney Wilcock Dip Pfs - True Potential is a highly regarded financial planning firm located at 3 Grove Rd, Sandown PO36 9BQ, United Kingdom. The company specializes in providing expert financial advice and guidance to clients, with a focus on helping them achieve their long-term financial goals.

Accessibility: The firm is committed to ensuring that all clients can access its services easily. Wheelchair-accessible facilities, including a parking space, entrance, and toilet, are available on site. It is recommended to book an appointment in advance for the best experience.

Expertise: Rodney Wilcock, the lead financial planner, holds the Dip Pfs qualification, indicating a deep understanding of financial planning principles and practices. With years of experience in the field, Rodney offers personalized advice tailored to each client's unique financial situation.

Specialties:

• Financial planner

Other points of interest:

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Toilet
• Appointments recommended

Reviews: Rodney Wilcock Dip Pfs - True Potential has garnered a strong reputation among its clients. The company boasts an impressive 4.8/5 average rating based on 25 reviews on Google My Business. Clients praise Rodney's patient, personable, and effective approach to financial planning, noting that he made even complex processes straightforward and stress-free. Many reviewers would not hesitate to recommend Rodney to others seeking financial advice.

Contact Information:

• Address: 3 Grove Rd, Sandown PO36 9BQ, United Kingdom.
• Phone: 7927215394
• Website: rodneywilcock.tpllp.com

👍 Reviews of Rodney Wilcock Dip Pfs - True Potential

Saffeya

5/5

Rodney offered brilliant advice and guidance on a mortgage application - he was extremely patient, personable, and made what could have been a stressful process really straightforward. Would not hesitate to recommend him.

Simon B.

5/5

We used Rodney to help us transfer a company pension into a private pension scheme. Rodney was extremely professional from the first contact, nothing was too much trouble for him. His considerable experience, knowledge and willingness to help made him stand out head and shoulders above other financial advisors. We continue to have Rodney manage our pension fund safe in the knowledge that he has our best interests at the forefront of everything he does with it. We would not hesitate to recommend Rodney’s services to anyone who asks.

Jo S.

5/5

Rodney explained everything to us surrounding our new pension portfolio and made everything very clear and transparent. He answered any questions we had in a way that was easy to understand. We are very pleased with Rodney's advice and service to date and have already recommended him to others. We look forward to a continuing financial relationship with Rodney.

Christine V. H.

5/5

Knowing nothing about pensions, we turned to Rodney to guide us. He was extremely professional and very friendly, and gave us excellent advice, in a very understandable way, which we followed. I would recommend him to anyone in need to pensions advice, especially if like us they know nothing about pensions and how they actually work. We were amazed that we could draw down on our private pensions before the date they were due to mature, saving us from using more of our savings. Highly recommended.

keiley C.

5/5

Rodney has been great to deal with. He is friendly and good at building a quick rapport built on trust and respect. The advice offered was very clear and at no point did we feel pressurised - Rodney gave us all the necessary facts and figures and the decision was ours. We would highly recommend Rodney.

Peter S.

5/5

Rodney was an absolute legend and guided me, a first time buyer, through the whole process and never once seemed to tire of my incessant questions! He was helpful, knowledgeable, reassuring and diligent in securing the best possible deal. I will most certainly be looking for his help when the time comes to renew my mortgage terms and I cannot recommend him highly enough!

Owen G.

5/5

Rod was very helpful right from the start of our remortgage application, it was not the easiest of remortgages but Rod knew who would be the best lender to go with, and secured us the best rate possible. He was very prompt in answering all queries we had.
He kept us updated with the progress and all went smoothly.
We would recommend Rods services to anyone looking for a mortgage.

dean B.

5/5

Rod is a genuine wealth of knowledge and explains all those technical details in simple understandable terms. He definitely had his work cut out securing a mortgage offer for me but went above and beyond and got it done. Without doubt my first port of call for anything in the future!