Bill Bartholomew - Financial Adviser

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.

With over 12 years’ experience helping individuals and families reach their financial goals, I offer a wealth of knowledge and expertise.

I provide advice on savings and investments, retirement planning, protection, and mortgages.

I take the time to get to know my clients and find out what’s important to them. With this knowledge, I can produce a financial plan focused on a client’s goals, taking into account their personal situation. In addition, through the use of True Potential’s award-winning technology, I can deliver straightforward and transparent advice in a simple and convenient way.

During this time, I have developed a passion for helping clients from all walks of life pursue their goals. One area in particular that is dear to me is to assist clients and their families who have been diagnosed with one of the various types of Cardiomyopathies, to try and obtain protection that fits their needs. I was diagnosed with Dilated Cardiomyopathy back in 1997 and have worked closely with the Cardiomyopathy UK Charity over the years.

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.

Bill Bartholomew Financial Adviser

Areas Served

  • All of UK

Bill Bartholomew - Financial Adviser

Bill Bartholomew - Financial Adviser

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.

With over 12 years’ experience helping individuals and families reach their financial goals, I offer a wealth of knowledge and expertise.

I provide advice on savings and investments, retirement planning, protection, and mortgages.

I take the time to get to know my clients and find out what’s important to them. With this knowledge, I can produce a financial plan focused on a client’s goals, taking into account their personal situation. In addition, through the use of True Potential’s award-winning technology, I can deliver straightforward and transparent advice in a simple and convenient way.

During this time, I have developed a passion for helping clients from all walks of life pursue their goals. One area in particular that is dear to me is to assist clients and their families who have been diagnosed with one of the various types of Cardiomyopathies, to try and obtain protection that fits their needs. I was diagnosed with Dilated Cardiomyopathy back in 1997 and have worked closely with the Cardiomyopathy UK Charity over the years.

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.

Areas Served

  • All of UK

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.