Lisa Rooney - True Potential Wealth Management

Initial consultation free
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

This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.

Meet our advisers

MRS Lisa Rooney
Financial Adviser

What our clients say

Yvonne McMahon
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...
Peter McRobert
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...

Legal information

While endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.

Any decision to transact business is made by you on the basis of your own enquiries.

To check that an adviser is regulated, you can contact the relevant regulatory or professional body .

Access to and use of this online directory is subject to website terms and conditions and privacy policy .

This service is provided by Unbiased Group Services Ltd