TRUSTED FINANCIAL GUIDANCE
Based in the classic seaside resort of Southport, we are Financial Planning specialists who aim to provide complete Personal and Corporate guidance, that puts the client at the centre of everything we do.
We have specialists to assist you in all areas of your finances and we also work very closely with dedicated business partners, who add further value to our client proposition.
As a business, we place great value on good working relationships and seek to create successful, lasting partnerships with all of our clients.
The business has been built on recommendations and referrals from happy clients, so you can be confident that you are in safe hands.
Through the use of True Potential’s award-winning technology, we can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.
Our Services
Investment Planning
Reliable wealth management advice and the right investment strategy are crucial to securing your financial wellbeing.
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Reliable wealth management advice and the right investment strategy are crucial to securing your financial wellbeing. If you are looking to invest for income or growth, we can provide quality advice, comprehensive solutions and ongoing service.
True Potential Investments’ carefully constructed range of risk-rated funds, including the exclusive True Potential Wealth Strategy Funds, enable you to spread your investments across a wide range of asset types and fund manager styles to create a personal, diversified portfolio solution.
Retirement Planning
Regardless of where you are in life, it is important to receive expert and professional advice on your retirement plans.
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Regardless of where you are in life, it is important to receive expert and professional advice on your retirement plans and requirements.
Whether you need to set up a retirement plan or review your existing strategy, we can offer no-fee tax wrappers and access to world-class investment funds. Plus, we can ensure that you are taking full advantage of new pension freedoms.
Life Cover
Protecting you, your family and your business from unforeseen circumstances is essential now, and in the years to come.
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Protecting you, your family and your business from unforeseen circumstances is essential now, and in the years to come. We can provide protection cover in the various forms of life, critical illness and disability solutions as well as guidance on Inheritance Tax.
Mortgages & Loans
A mortgage is one of the biggest financial commitments you are likely to make in your lifetime.
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A mortgage is one of the biggest financial commitments you are likely to make in your lifetime. So, if you are a first time buyer or have a property portfolio, having the right mortgage can save you thousands of pounds. With the vast array of products and lenders, we can provide the specialist advice you need.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Meet Our Team
Jim Byrne
Director and Financial Planning Consultant
Jim
has been involved in the Financial Service industry for over 40 years now! Away from business Jim is kept busy with his family and playing his favourite sports. He is an England Over 60’s football International, and plays his club football for Liverpool Ramblers FC. He is a member of Royal Birkdale Golf Club, and also enjoys Padel Tennis and Pickleball.
Warren Ruscoe
Financial Planning Consultant
Warren has been involved in Financial Services for over 30 years, having worked for some of the major Banks and Building Societies in various roles. Warren is married to Sam and has three daughters, so is totally outnumbered at home! His passions include travel, walking and Liverpool FC.
James Garthwaite
Financial Planning Consultant
Simon Garthwaite
Mortgage and Protection Specialist
Luke Voce-Russell
Mortgage and Protection Specialist
Louise Byrne
Director and Business Support
Steph Banister
Office Manager
Hannah Baldwin
Business Support
Jenna Lynch-Bolger
Business Support
Contact Us
Get In Touch WIth Us!
- Bantry Bay House, 15 Anchor Street, Southport, Lancashire, PR9 0UT
- JBOffice@tpllp.com
- 01704 500909