Ben Woolley

Ben Woolley Email and Phone Number

Wealth Management Partner at True Potential LLP | Financial Advice | Beyond Wealth Management | SME Group Protection & Pensions | Individual Pension & Retirement Planning | Savings & Investments | SME @ True Potential LLP
newcastle upon tyne, newcastle upon tyne, united kingdom
Ben Woolley's Location
Rempstone, England, United Kingdom, United Kingdom
About Ben Woolley

I believe that planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most.And 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.Recognising that everyone’s personal situations are unique, I take the time to get to know you and what’s important to you, and I’ll work with you every step of the way to achieve your goals. These could include:• A worry-free retirement• Saving for your children’s education• Fulfilling a lifelong ambition,• Leaving a legacy to your loved ones or a cherished cause.And if you are a business I can help you with your Protection and Pension needs - I have been supporting and advising solopreneurs, partnerships, SMEs and businesses for 21 years and I know I can help you thrive and succeed in this area by focusing on you and your needs and goals.I’ve been supporting and advising individuals, families and businesses, helping them reach their financial goals for over 21 years and I’m committed to delivering better value and choice for my clients.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. As a result, they have the potential to reach their financial goals faster, and it helping to reach these goals that I really enjoy.https://benwoolley.tpllp.com/Investments - We offer advice on limited types of Products. Primarily, we will advise you on Strategy Funds and the tax wrappers held on the True Potential Investments Wealth Platform. If the Platform does not have a product to meet your needs, we will broaden our research to other companies with products not available on the True Potential Wealth Platform. You may ask us for a list of those companies.

Ben Woolley's Current Company Details
True Potential LLP

True Potential Llp

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Wealth Management Partner at True Potential LLP | Financial Advice | Beyond Wealth Management | SME Group Protection & Pensions | Individual Pension & Retirement Planning | Savings & Investments | SME
newcastle upon tyne, newcastle upon tyne, united kingdom
Website:
tpllp.com
Employees:
619
Ben Woolley Work Experience Details
  • True Potential Llp
    Wealth Management Partner
    True Potential Llp Apr 2020 - Present
    Leicestershire, England, United Kingdom
  • Tavistock Partners Limited
    Senior Independent Financial Adviser
    Tavistock Partners Limited Dec 2010 - Apr 2020
    Greater Leicester Area

Ben Woolley Education Details

Frequently Asked Questions about Ben Woolley

What company does Ben Woolley work for?

Ben Woolley works for True Potential Llp

What is Ben Woolley's role at the current company?

Ben Woolley's current role is Wealth Management Partner at True Potential LLP | Financial Advice | Beyond Wealth Management | SME Group Protection & Pensions | Individual Pension & Retirement Planning | Savings & Investments | SME.

What schools did Ben Woolley attend?

Ben Woolley attended University Of Northampton, The University Of Sheffield, Loughborough Grammar School, St Crispins School.

Who are Ben Woolley's colleagues?

Ben Woolley's colleagues are Mark Stewart, Louise Pearson - Pensions Specialist 👩🏻‍💼✨, Peter Doncom, Nick Shorey, John Land, Peter Tomlinson, Chris Philcox Dipfa Cefa.

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