Barrie Kent

IFA at True Potential Private Client Stratergie in Carmarthen, DYFED


Wealth Management Partner with True Potential Private Client Strategies LLP and is an experienced and qualified IFA, who works from his Carmarthen office. We offer Independent, unbiased Financial Advice in the SA & CF Post Code Areas We offer these services: • Retirement Planning • Retirement Options • Pensions and Divorce • Investments and Savings • Protection Insurances • Financial Advice for Local Business • Full Financial Planning Service • Initial Review Meeting at our cost Our initial client meeting which generally lasts up to 1 hour is at my own expense. At the meeting I will introduce our company and our standards. I will also explain how we are paid for the work that we do, and the service that we provide. Of equal importance, the meeting also gives you the opportunity to tell me what you need, and what you expect from me. Our work is undertaken on a Fee basis for Pension and Investments, and on a commission basis for Protection Insurance. .

Western House 23 Spilman Street in Carmarthen, DYFED SA31 1LQ
None specified


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