Lisa Rooney - True Potential Wealth Management G72
A Qualified Financial Adviser with over 15 years’ experience working in the Financial Planning industry offering affordable, honest & transparent advice throughout Scotland.
We can advise you on
Pensions & divorce
Pensions & retirement planning
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Savings for children
School fees planning
Accident & sickness
Buildings and contents
Income protection insurance
Payment protection insurance
Capital gains tax
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
Last authorised 1st March 2021
Meet our advisers
Miss Lisa Rooney
Qualifications & Accreditations
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
What our clients say
I recently engaged in the services of Lisa Rooney for a review of my pension arrangements. Over a couple of meetings Lisa assessed my current circumstances and we discussed my requirements with regard to me taking up partial retirement.
Lisa was very easy to talk to and patient, taking time to explain what was involved in the whole process. Within a couple of weeks, a new pension plan with more flexibility was put in place and I also engaged in an annual ongoing service which means I now have the peace of mind knowing that we will meet regularly to continually review my circumstances.
I certainly feel Lisa is familiar with my needs and circumstances and I will have no hesitation in recommending her services to anyone for honest and impartial advice.
I was looking to invest some time in retirement planning as I had a number of mixed retirement plans that needed a review and l was also interest if freeing up some of my tax free income. I had read of some of the reviews in general circulation recommending that you need to be careful of how, where and from whom you obtain financial advice. My research led me to get in contact with Alexander House Financial Planning Ltd and in turn with their local advisor Lisa Rooney. From the first interaction Lisa was really took time to fully understand my current situation, she cut through the details of my various policies to propose an informative action plan. Lisa’s attention to detail, financial sector knowledge and positive personality gave me a full confidence that I had made the right decision to seek advice on my retirement plans. I would have no hesitation in recommending Lisa and Alexander House Financial Planning Ltd to anyone who is concerned or worried about their retirement planning
As a Financial Adviser with True Potential Wealth Management (part of the highly successful True Potential group of companies), I am committed to delivering better value and choice for my clients.
Recognising that everyone’s personal situations are unique, I will take the time to get to know you, help you identify what is important and together we can then create a plan.
Whether it be a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, business planning or leaving a legacy for your loved ones, I am here to help.
Also, through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 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.
Our first meeting is at my cost (free to you and without obligation).
Whether you are a saver, an investor, a protector or a borrower, we have specialists who can help guide you clearly and succinctly towards making smarter choices. We will tell you what we are going to do, when we are going to do it and how much it will cost and, to prove it, we will audio record our interactions with you. We will always be open and honest about our advice and will always tell you the pros and cons and costs of all of our recommendations.
At True Potential we offer advice on limited types of Products. Primarily, we will advise you on Strategy Funds and tax wrappers held on the True Potential Investments Wealth Platform. In circumstances where the Platform does not have a product to meet your needs, we will broaden our research to other companies with products not available on.
Where to find us
Head office address: 35 Accord Crescent, Paisley, PA2 7DZ
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
Choose an Unbiased exclusive special offer:
Online (Live chat, video, email)
Face to face