We’ve now had a number of substantial offers from True Potential for the advice given by the director of the failed PTC Financial Advice (Scotland) Ltd to transfer Prudential pensions to True Potential.
It’s a story we’ve been unfolding for many months. To confirm the individual involved, please view the following link to the FCA Register- https://register.fca.org.uk/s/individual?id=003b000000LV1QTAA1
If you recognise any of the following, you maybe due substantial compensation. To find out more and to start your free check get in touch today –
- Your final salary pension was transferred to Prudential following advice from the Independent Benefit Consultancy (the IBC).
- You only saw the director of the IBC once and with the above individual – https://citywire.com/new-model-adviser/news/collapsed-ifa-director-hired-by-national-firm-despite-10m-fscs-bill/a2469309
- The ongoing advice for your Prudential pension was firstly transferred to PTC Financial Advice Ltd and the subsequently to PTC Financial Advice (Scotland) Ltd. Both firms were subsequently dissolved by their director and the latter is now in FSCS Default.
- You received a call, text or email from PTC Financial Advice (Scotland) Ltd. You were told their only registered adviser wanted to see you – “Nothing to worry about, but some changes in the pipeline.”
- You weren’t told their only adviser had previously become a Wealth Adviser with True Potential on 24 September 2020.
- The adviser and his son then saw you once.
- Prior to the meeting you received no correspondence from True Potential.
- You were told your Prudential pension was performing poorly.
- You were told your adviser was retiring.
- You were given an A4 pre-typed login sheet.
- The True Potential App was then FULLY installed on your mobile device.
- Your pension was then transferred to True Potential, but you received no further visits or calls from the adviser to go over the suitability report.
To find out more, get in touch today.



