Nick Berry

Financial Adviser with True Potential

Gateshead, Tyne & Wear

I joined True Potential Wealth Management in 2019 because I recognised their proposition for my clients was unique to the advice market and it offers them real value.

I gained my certificates to become a Financial Adviser in 2006 and since then I have helped hundreds of clients to achieve their long-term financial planning goals. I owe the growth of my business to my existing clients who have referred me to friends, family and work colleagues in great numbers. I always aim to deliver my advice in a clear, concise way, while making sure I take a hands on approach...

I believe the key to a successful client outcome is listening to what your client wants at the outset, then continuously reviewing their circumstances to make sure they are on track, whilst managing any unforeseen challenges along the journey. The technology on offer from True Potential allows both client and adviser to monitor client goals regularly to ensure your target will be met, while keeping you fully informed with 24/7 access to your portfolio.

Our holistic advice process takes into account all of your financial needs, from investment and retirement planning, Final Salary/Defined Benefit pension transfer advice, pension consolidation, through to advice on tax and inheritance issues. This removes complexity and time spend on your behalf.

If you require a financial adviser in the North East or beyond, make sure you get in touch with True Potential Wealth Management today. True Potential Wealth Management works with clients across the North East and the UK, including in Newcastle, Gateshead, Sunderland, North Shields, South Shields, Gosforth, Jesmond, Morpeth, all across Northumberland, and Tyne & Wear.

Qualifications

My Services

Why True Potential?

We are award winning

Our aim is to revolutionise the way wealth management is delivered. We believe that by using award winning technology to deliver financial services, we empower financial advisers and their clients to take control of their futures.

We are award winning

19 awards
19 industry awards won in 2024

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We provide innovative investments

Whether you’re aiming to pay off your mortgage, cover university fees or just grow your money our Portfolios use a pioneering approach known as Advanced Diversifications to find opportunities for growth that others can’t replicate.

We provide innovative investments

£33 billion
Invested with over 550,000 clients

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We build revolutionary technology

Our clients can check their investments 24/7 and top up anytime with impulseSave. They also get access to exclusive features like True Potential Rewards, which enables them to earn cashback from over 4,000 retailers.

We build revolutionary technology

8 million
Over 8 million logins in 2023

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Tell me your goals

Reach your True Potential.

We all have goals in life that we would like to achieve, these can range from long term retirement plans, being able to grow your finances, or to give something to the next generation. However, the longer you wait to act, the more difficult if could be to achieve these goals.

Please get in touch and I can help put together a plan to set you on the right path to achieving your financial goals.

How can I help you?

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Client testimonials