Luis Villar - Financial Adviser

As a Partner with True Potential Wealth Management, I am committed to looking after my clients as if they were my own family. With over 20 years of commercial experience, it is always an honour and a privilege to help individuals and families reach their financial goals. I hold the Chartered Wealth Manager Level 7 qualification, arguably the gold standard to give financial and investment advice in the UK.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning while offering exclusive opportunities. Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what is important to you. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones, I can work with you every step of the way.

In an industry in chaos, True Potential stands out with award-winning technology, customer service and investment choice. Rated as excellent in Trustpilot with over 4,000 client reviews, True Potential manages over £24 billion in client assets. True Potential is financially robust.

I have unique access to world-class fund managers such as Goldman Sachs, Schroders, and UBS at a lower cost than the market. I can provide you with straightforward and transparent advice in a simple and convenient way along with 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.

I live in Bristol with my wife and three young children. I work in London and Bristol. Family, church, gym and trips to National Trust sites keep me busy when I am not at work. I am a foodie and a travel enthusiast.

We are regulated and authorised by the FCA reference number 529810. We do not have exit penalties, minimum lock-in periods, or hidden fees.

Luis Villar Financial Adviser

Areas Served

  • South England
  • London
  • South West England

Luis Villar - Financial Adviser

Luis Villar - Financial Adviser

As a Partner with True Potential Wealth Management, I am committed to looking after my clients as if they were my own family. With over 20 years of commercial experience, it is always an honour and a privilege to help individuals and families reach their financial goals. I hold the Chartered Wealth Manager Level 7 qualification, arguably the gold standard to give financial and investment advice in the UK.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning while offering exclusive opportunities. Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what is important to you. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones, I can work with you every step of the way.

In an industry in chaos, True Potential stands out with award-winning technology, customer service and investment choice. Rated as excellent in Trustpilot with over 4,000 client reviews, True Potential manages over £24 billion in client assets. True Potential is financially robust.

I have unique access to world-class fund managers such as Goldman Sachs, Schroders, and UBS at a lower cost than the market. I can provide you with straightforward and transparent advice in a simple and convenient way along with 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.

I live in Bristol with my wife and three young children. I work in London and Bristol. Family, church, gym and trips to National Trust sites keep me busy when I am not at work. I am a foodie and a travel enthusiast.

We are regulated and authorised by the FCA reference number 529810. We do not have exit penalties, minimum lock-in periods, or hidden fees.

Areas Served

  • South England
  • London
  • South West England

Areas of Expertise

Investment Planning

Reliable wealth management advice and the right investment strategy are crucial to securing your financial wellbeing. If you are looking to invest for income or growth, I can provide quality advice, comprehensive solutions and ongoing service.

True Potential Investments’ carefully constructed range of risk-rated funds, including the exclusive True Potential Wealth Strategy Funds, enable you to spread your investments across a wide range of asset types and fund manager styles to create a personal, diversified portfolio solution.

As a client, you will also have 24/7 access to your investments on your personal client site and the ability to top up on-the-go with True Potential’s world-first impulseSave® technology.

Retirement Planning

Regardless of where you are in life, it is important to receive expert and professional advice on your retirement plans and requirements.

Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and access to world-class investment funds. Plus, I can ensure that you are taking full advantage of new pension freedoms.

In addition, our unique True Potential One® life planning tool helps you manage both the accumulation and drawdown phases of your retirement.

Protection

Protecting you and your family from unforeseen circumstances is essential now, and in the years to come.  I can provide protection cover in the various forms of life, critical illness and disability solutions as well as guidance on Inheritance Tax.

My clients say...

Luis Villar - Financial Adviser

"Personal, simple and straightforward advice which makes the experience and process a great one."

My clients say...

Luis Villar - Financial Adviser

"What were the circumstances that caused you to initially look for an adviser? I became a parent and my financial goals changed as a result. How has Luis Villar helped you? Luis opened my eyes to a number of critical financial mistakes I was making. He took great care to understand my specific personal and financial situation, and provided excellent ideas for how I could (legally!) hand over less of my money to HMRC. Have you seen the outcome you were hoping for? It's a long game - but thanks to Luis' advice, I have already reduced my tax liability for this year. What could they have done better? Nothing. I'm delighted with the service Luis provides. "

My clients say...

Luis Villar - Financial Adviser

"What were the circumstances that caused you to initially look for an adviser? it is always good to know a little more about the market How has Luis Villar helped you? He has given me very good advice Have you seen the outcome you were hoping for? Yes What could they have done better? It was really very good "

My clients say...

Luis Villar - Financial Adviser

"What were the circumstances that caused you to initially look for an adviser? Increased annual income and resulting taxation. How has Luis Villar helped you? Holistic and detailed review of personal ambition and financial circumstances established across several sessions. Have you seen the outcome you were hoping for? Advise covered better utilisation of pension and other tax allowances, ISAs and increased savings towards shares. "

My clients say...

Luis Villar - Financial Adviser

"What were the circumstances that caused you to initially look for an adviser? We are a family with two young children and we wanted advise regarding school-fee and general financial planning. How has Luis Villar helped you? Luis quickly identified areas where our financial security could be improved and has provided us with a well-rounded view of how we should plan as a dual-income family. Have you seen the outcome you were hoping for? We are in our first year of engagement with Luis and already have made a number of decisions which are setting foundations for the future. "

My clients say...

Luis Villar - Financial Adviser

"Please provide a brief comment about your experience with Luis Very professional friendly and efficient "

My clients say...

Luis Villar - Financial Adviser

"What were the circumstances that caused you to initially look for an adviser? We wanted to review our savings and investments, including our pensions. We also wanted to consider whether private schooling might be an option for our daughter. How has Luis Villar helped you? Luis has helped us with our financial planning; and he has helped me consolidate several small pensions into one fund. He has given advice as to how to best maximise our investment income in the short-medium term, so that we can budget for private school fees. "

My clients say...

Luis Villar - Financial Adviser

"What were the circumstances that caused you to initially look for an adviser? I just had a child and I wanted to make sure that I was prepared for the unexpected. How has Luis Villar helped you? He has given me a broader perspective of the situation and the options that were available and could suit my current situation. "

My clients say...

Luis Villar - Financial Adviser

"Luis was very friendly, helpful and professional. I would not hesitate to recommend him to others. "

My clients say...

Luis Villar - Financial Adviser

"dedicated to find the best solution for my financial goals. Very patient with all my questions. Much appreciated. "