True Potential LLP - Ashlie Barnard

True Potential LLP - Ashlie Barnard With offices in Dovercourt and March, we offer personalised financial planning advice

18/12/2025

* Christmas & New Year Opening *

Please note: after today we will be closed for Christmas & New Year and re-open on 7th January 2026.

Thank you to all of our wonderful clients - new & old - its been a pleasure working with you all over the course of 2025.

We truly hope everyone enjoys rest and time with their loved ones over the festive period.

Best wishes,
Ashlie, Hannah, Theresa & Georgina
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General Investment Account: Flexible Investing, Your WayWant to invest without the limits of an ISA? A General Investmen...
16/10/2025

General Investment Account: Flexible Investing, Your Way

Want to invest without the limits of an ISA? A General Investment Account gives you freedom to invest as much as you like in funds, shares, and more.

✅ No annual cap
✅ Great for long-term growth
✅ Ideal if you’ve maxed out your ISA allowance

Just remember — gains may be subject to tax, so it’s worth getting advice.

Contact us to find out if a General Investment Account is right for you.

Email - [email protected]
Telephone - 01255 317500

With investing, your capital is at risk. Investments can fluctuate in value and you may get back less than you invest. This material is not a personal recommendation or financial advice and the investments referred to may not be suitable for all investors.

Life Protection: Peace of Mind for You and Your Loved OnesLife is unpredictable — but your financial future doesn’t have...
08/10/2025

Life Protection: Peace of Mind for You and Your Loved Ones

Life is unpredictable — but your financial future doesn’t have to be. Life protection ensures your family is supported if the unexpected happens.

✅ Covers mortgage, bills & everyday costs
✅ Helps protect your loved ones’ lifestyle
✅ Affordable plans tailored to your needs

💬 Thinking about your options?

Contact us to find out if protection advice is right for you.

Email - [email protected]
Telephone - 01255 317500

We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers).

Thinking About Retirement? Here's Your Nudge!Planning your pension doesn’t have to be overwhelming. A few smart moves to...
02/10/2025

Thinking About Retirement? Here's Your Nudge!

Planning your pension doesn’t have to be overwhelming. A few smart moves today can set you up for a stress-free tomorrow:

✅ Review your pension contributions
✅ Use the new dashboard to track all your pensions
✅ Get advice that fits your goals

Small steps now = big rewards later.

Got questions about pensions or retirement planning?

Contact us to find out if retirement and pension advice is right for you.

You can reach us via telephone on 01255 317500, email to [email protected] or via our page.

With investing, your capital is at risk. Investments can fluctuate in value and you may get back less than you invest. Pension eligibility criteria applies.

Inheritance tax planning involves organising an estate to understand how it may be affected by inheritance tax. In the U...
10/07/2025

Inheritance tax planning involves organising an estate to understand how it may be affected by inheritance tax. In the UK, inheritance tax is typically charged at 40% on the value of an estate above the £325,000 threshold. Certain exemptions, allowances, and reliefs may apply depending on the circumstances.

Contact us on 01255 317500 or [email protected] to find out if inheritance advice is right for you.

With investing, your capital is at risk. Investments can fluctuate in value and you may get back less than you invest. Tax is subject to an individual’s personal circumstances, and tax rules can change at any time.

Pension consolidation is the process of combining multiple pension pots into a single plan. It can involve workplace pen...
03/07/2025

Pension consolidation is the process of combining multiple pension pots into a single plan. It can involve workplace pensions, personal pensions, or a mix of both. People often explore this option when they’ve had several jobs and accumulated different pension schemes over time.



Contact us on 01255 317500 to find out if pension consolidation is right for you.

With investing, your capital is at risk, meaning the value can fluctuate and you may get less back than you invested. Pension eligibility criteria applies. Pension consolidation may not be appropriate for your individual circumstances.

Savings and InvestmentSavings typically involve setting aside money in a secure place like a bank account, often earning...
26/06/2025

Savings and Investment

Savings typically involve setting aside money in a secure place like a bank account, often earning interest over time.

Investments involve putting money into assets like stocks, bonds, or funds, with the potential for growth or loss depending on market performance.

Both play different roles in managing money and building financial resources.

Contact us on 01255 317500 or email [email protected] to find out if savings and investment advice is right for you.



With investing, your capital is at risk. Investments can fluctuate in value and you may get back less than you invest. Pension eligibility criteria applies.

A General Investment Account (GIA) is a type of account that allows individuals to invest in a wide range of assets.GIAs...
19/06/2025

A General Investment Account (GIA) is a type of account that allows individuals to invest in a wide range of assets.

GIAs are commonly used by people who want to invest beyond their ISA limits or prefer a more flexible investment structure.

Contact us on 01255 317500 to find out if a General Investment Account is right for you.



With investing, your capital is at risk. Investments can fluctuate in value and you may get back less than you invest. This material is not a personal recommendation or financial advice and the investments referred to may not be suitable for all investors.

Protection cover comes in various different forms. Contact us to find out if protection advice could help you. We offer ...
12/06/2025

Protection cover comes in various different forms. Contact us to find out if protection advice could help you.

We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers).

A pension is the money you'll use to live on when you retire. Saving for your pension is a long term commitment.Contact ...
05/06/2025

A pension is the money you'll use to live on when you retire. Saving for your pension is a long term commitment.

Contact us to find out if retirement and pension advice could help you prepare for your retirement. Reach us on 01255 317500 or email [email protected].

With investing, your capital is at risk. Investments can fluctuate in value and you may get back less than you invest. Pension eligibility criteria applies.

A Stocks and Shares ISA (Individual Savings Account) is a tax-efficient way to invest your money.Contact us to find out ...
29/05/2025

A Stocks and Shares ISA (Individual Savings Account) is a tax-efficient way to invest your money.

Contact us to find out if a Stocks & Shares ISA is right for you. Reach us on 01255 317500 or [email protected]

With investing, your capital is at risk. Investments can fluctuate in value and you may get back less than you invest. ISA eligibility criteria applies. Tax is subject to an individual’s personal circumstances, tax rules can change at any time.

A financial adviser could help minimise the impact of inheritance tax through various strategies. Contact us to find out...
22/05/2025

A financial adviser could help minimise the impact of inheritance tax through various strategies.

Contact us to find out if inheritance advice is right for you. Contact us on 01255 317500.

With investing, your capital is at risk. Investments can fluctuate in value and you may get back less than you invest. Tax is subject to an individual’s personal circumstances, and tax rules can change at any time.

Address

88 High Street
March
PE159LD

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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