Mark provides holistic financial planning to clients and is able to source financial solutions from True Potential and where appropriate other leading product providers in the market. Mark prides himself and has a reputation for building long term relationships, based on agreed service propositions. He is always looking for new opportunities to provide advice to new clients.
The demographics of Mark’s clients is based on Investment, Pensions, Estate planning and Protection. He also advises a small number of Trust and Charities within his portfolio.
Mark Brown is a Restricted Financial Adviser within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership OC356611.
Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time.
Investments – We offer advice on limited types of Products. Primarily, we will advise you on Strategy Funds and the tax wrappers held on the True Potential Investments Wealth Platform. If the Platform does not have a product to meet your needs, we will broaden our research to other companies with products not available on the True Potential Wealth Platform. You may ask us for a list of those companies.
For help or advice call Mark on:
Tel: 01924 364261