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Financial Consultants

Barrie Kent @ True Potential Wealth Management LLP

Barrie Kent @ True Potential Wealth Management LLP is a financial consulting firm based in Carmarthen, Wales. They offer a range of financial services to help individuals and businesses manage their wealth and achieve their financial goals. Their team of experienced consultants provide personalized advice and solutions tailored to each client's unique needs. With a focus on building long-term relationships, Barrie Kent @ True Potential Wealth Management LLP strives to help their clients achieve financial success.

Introduction to Barrie Kent @ True Potential Wealth Management LLP

Barrie Kent @ True Potential Wealth Management LLP is a financial services company that provides financial consultation to individuals and businesses. The company's main purpose is to help clients achieve their financial goals through sound investment strategies and financial planning. With over 20 years of experience in the industry, Barrie Kent @ True Potential Wealth Management LLP has a long-standing reputation for providing excellent service and advice to its clients. One of the unique aspects of the company is their commitment to continuous education and staying up-to-date with the latest trends in the financial industry.

Services & products

Barrie Kent @ True Potential Wealth Management LLP offers a range of financial services to their clients, including investment advice, retirement planning, tax planning, and estate planning. The company works closely with their clients to understand their financial goals and develop customized investment strategies to help them achieve those goals. Clients can also buy financial products such as mutual funds, stocks, and bonds through the company.

Location

Barrie Kent @ True Potential Wealth Management LLP is located in Carmarthen, Wales. The area is known for its historic buildings and beautiful scenery. In the area, customers can expect to find a variety of businesses, including cafes, restaurants, and shops. The closest public transportation options include the Carmarthen Railway Station (0.6 miles), the Carmarthen Bus Station (0.5 miles), and the St. Peter's Church Bus Stop (0.1 miles).

Benefits

Customers should choose Barrie Kent @ True Potential Wealth Management LLP because of their extensive experience, commitment to education, and dedication to providing personalized service to their clients. The company's team of financial consultants has a wealth of knowledge and experience in the financial industry, which allows them to provide sound advice and guidance to their clients. Additionally, the company is committed to staying up-to-date with the latest trends in the industry, ensuring that their clients receive the most current and accurate information.

Good to know

Customers should be aware that Barrie Kent @ True Potential Wealth Management LLP is a fee-based financial services company. This means that the company charges a fee for their services, rather than earning commissions on products that they sell. This fee-based structure ensures that the company's financial consultants are working in the best interest of their clients, rather than being incentivized to sell certain products.

Reviews

Customers have praised Barrie Kent @ True Potential Wealth Management LLP for their personalized service, attention to detail, and sound investment advice. Many clients have reported that they have achieved their financial goals with the help of the company's financial consultants. Overall, customers have reported being highly satisfied with the services provided by Barrie Kent @ True Potential Wealth Management LLP.

Amenities

  • amenity
    computer
  • amenity
    wi-fi
  • amenity
    coffee maker
  • amenity
    reception desk
  • amenity
    parking
  • amenity
    financial advice
  • amenity
    investment advice
  • amenity
    tax planning
  • amenity
    insurance services

FAQ

What types of financial services do you offer?

We offer a range of financial services including investment planning, retirement planning, tax planning, and wealth management. Our goal is to work with clients to create a personalized financial plan that meets their specific needs and goals.

What experience do your financial consultants have?

Our financial consultants have extensive experience in the financial industry, with many years of working with clients to achieve their financial goals. They hold relevant qualifications and are continuously updating their knowledge to ensure they provide the best advice.

How do you charge for your services?

We charge a fee for our services, which is agreed upon with the client before any work begins. This fee is based on the scope and complexity of the work required and is transparently communicated to the client.

Can you provide references or case studies of your past clients?

Yes, we can provide references and case studies of our past clients upon request. We are proud of the work we have done with our clients and are happy to share their experiences with potential new clients.

How will you tailor your services to meet my specific financial goals and needs?

We understand that every client is unique, and we work closely with them to understand their specific financial goals and needs. We then tailor our services to meet those needs, creating a personalized financial plan that is designed to help them achieve their goals. We provide regular reviews and updates to ensure the plan remains on track, adjusting it as necessary to reflect changes in the client's circumstances or financial goals.