Rodney Wilcock - Financial Adviser

Since qualifying in 1999 I have spent the past 20 years passionately helping customers achieve their financial goals. Whether its saving for the future, preparing for retirement, protecting those dear to you, or buying a new home, I believe building a long-term relationship with someone whose advice you can trust is the key to achieving your goals and aspirations.

For the past 12 years I have met and advised many customers on the Isle of Wight through my previous role with Santander, now as a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.

For me, 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, recognising that everyone’s personal situations are unique I will take the time to get to know you and what’s important to you. Whatever your financial goals are, I can work with you every step of the way to ensure you achieve them.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from investments and insurance to tax and estate planning while offering exclusive opportunities. Plus, through the use of True Potential’s award-winning technology, I 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.

I recognise that in today’s fast paced world finding the time to plan for you and your family’s future can be difficult, with this in mind I am able to help you by meeting in your home at a time or day that is convenient for you.

Thank you for taking the time to look at my site and if you would like to discuss your future plans further please contact me by phone on either 01983 407514 or 07927215394 or email: rodneywilcock@tpllp.com

Areas Served

  • Isle of Wight

Rodney Wilcock - Financial Adviser

Rodney Wilcock - Financial Adviser

Since qualifying in 1999 I have spent the past 20 years passionately helping customers achieve their financial goals. Whether its saving for the future, preparing for retirement, protecting those dear to you, or buying a new home, I believe building a long-term relationship with someone whose advice you can trust is the key to achieving your goals and aspirations.

For the past 12 years I have met and advised many customers on the Isle of Wight through my previous role with Santander, now as a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.

For me, 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, recognising that everyone’s personal situations are unique I will take the time to get to know you and what’s important to you. Whatever your financial goals are, I can work with you every step of the way to ensure you achieve them.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from investments and insurance to tax and estate planning while offering exclusive opportunities. Plus, through the use of True Potential’s award-winning technology, I 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.

I recognise that in today’s fast paced world finding the time to plan for you and your family’s future can be difficult, with this in mind I am able to help you by meeting in your home at a time or day that is convenient for you.

Thank you for taking the time to look at my site and if you would like to discuss your future plans further please contact me by phone on either 01983 407514 or 07927215394 or email: rodneywilcock@tpllp.com

Areas Served

  • Isle of Wight

Areas of Expertise

Investment Planning

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, I 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.

As a client, you will also have 24/7 access to your investments on your personal client site and the ability to top up on-the-go with True Potential’s world-first impulseSave® technology.

Retirement Planning

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, I can offer no-fee tax wrappers and access to world-class investment funds. Plus, I can ensure that you are taking full advantage of new pension freedoms.

In addition, our unique True Potential One® life planning tool helps you manage both the accumulation and drawdown phases of your retirement.

Protection

Protecting you and your family from unforeseen circumstances is essential now, and in the years to come.  I can provide protection cover in the various forms of life, critical illness and disability solutions as well as guidance on Inheritance Tax.

Mortgages & Borrowing

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, I can provide the specialist advice you need.

I offer clients the option to pay for mortgage advice by fee rather than commission.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Long-Term Care

As we are all living longer, planning for your later life to ensure you are comfortable is vital.  Long-term care provision can include looking after both your medical and non-medical needs, whether that’s at home, within a nursing home or an assisted living facility.

I can provide the specialist advice you need, explain your options and help develop your personal plan.

Equity Release

Equity release is a means of releasing a tax-free lump sum from the equity locked in your home.

There are typically no monthly repayments to make. The money can be used in many ways, including assisting with the costs of living, helping grandchildren onto the property ladder, making home improvements or even travelling and seeing the world.

I can provide the specialist advice you need and explain your options.

Lifetime mortgages are complex products. To understand the features and risks, please ask for a personalised illustration.

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