Suite 18, 639-641 Manchester Old Road, Middleton, Manchester, M24 4PN
For all your mortgage and financial needs call us today on 0161 643 4889
 
 




Our Wealth Management process...

An innovative approach to managing your wealth. Our belief is that by helping you understand your goals, aspirations and attitude to risk, you become more confident and empowered. And by having a plan that you can relate to and the ability to check its progress at any time, you feel even more in control.

Understanding your situation -
Before any investment strategies can be recommended, we seek to fully understand your situation. We do this prior to and during our first meeting with you. We will look to gather details on your personal and financial circumstances, taking into account your existing assets and resources. From there, we'll discuss your goals and aspirations as well as your attitude to risk. What we learn from you will form the foundation for our future analysis and recommendations. By taking the time to really get to know you and what's important to you, we can deliver better outcomes. We think this approach not only makes sense but is often an important first step overlooked by many.

Analysis and design of your strategy -
We use the latest analytical tools to understand the breakdown of your existing assets and how these are performing against your set objectives. We believe that a critical part of design is ensuring there is a match between your goals, aspirations, attitude to risk and the eventual asset allocation of your investment plan. Once we have completed our analysis, we'll design a recommended strategy, or series of strategies, using the most appropriate investment options from our universe. As part of this, we'll also take into account your tax situation, making sure your assets are placed in the best tax treatments allowed in the UK. Wherever possible, this is carried out on the True Potential Wealth Platform, thus ensuring a better choice of investments, tax wrappers and value.

Presentation of your recommendation -
We use the latest analytical tools to understand the breakdown of your existing assets and how these are performing against your set objectives. We believe that a critical part of design is ensuring there is a match between your goals, aspirations, attitude to risk and the eventual asset allocation of your investment plan. Once we have completed our analysis, we'll design a recommended strategy, or series of strategies, using the most appropriate investment options from our universe. As part of this, we'll also take into account your tax situation, making sure your assets are placed in the best tax treatments allowed in the UK. Wherever possible, this is carried out on the True Potential Wealth Platform, thus ensuring a better choice of investments, tax wrappers and value.

Ongoing service and information -
As a client of True Potential Private Client Strategies, you are supported and empowered 24 hours a day, 7 days a week. You will be able to view your investments and track their progress against your goals on your personal website. Everything will be transparent to you. If you want to make any adjustments or if your personal situation changes, you can use the secure messaging system on your site to reach your adviser. Alternatively, you can reach us by phone or writing. Please see Contact Us page for further details. Response is quick, and knowledgeable, because we are seeing the same information as you are. We can also offer you face-to-face, phone or webinar meetings when required. These can be arranged at a time, location and frequency that best suits your needs.


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A MORTGAGE IS A LOAN SECURED AGAINST YOUR HOME.
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE OR ANY OTHER DEBT SECURED ON IT.


Trusthouze is a trading style of CALFA Ltd.

CALFA Ltd is authorised and regulated by the Financial Conduct Authority. FCA register number 660389.

Registered office: Suite 18, 639-641 Manchester Old Road, Middleton, Manchester, Lancashire, M24 4PN.