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Contact the business to check whether it serves your area.About True Potential - Marcus Platt
True Potential Wealth Management – Chartered Financial Planner in Mold Providing clear, trusted financial advice to clients across Mold, Wrexham, Chester, Buckley, Ruthin, Flintshire, Denbighshire, North Wales and the Wirral. Marcus… Read full description
True Potential Wealth Management – Chartered Financial Planner in Mold
Providing clear, trusted financial advice to clients across Mold, Wrexham, Chester, Buckley, Ruthin, Flintshire, Denbighshire, North Wales and the Wirral.
Marcus Platt is a Chartered Financial Planner (APFS) with nearly 18 years’ experience supporting families with:
- Retirement planning
- Pension advice & consolidation
- Investment management
- Long-term wealth planning
- Inheritance tax (IHT) guidance
VouchedFor Top Rated Adviser 2025 and consistently rated 5.0 stars on Google by local clients.
Based on Mold High Street, Marcus offers flexible appointments — in the office, at home, or online.
The first meeting is always no-cost and no-obligation.
Services
- financial services
- financial planner
- wealth manager
- pension adviser
- iht specialist
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