Lisa Rooney - True Potential Wealth Management PA2

Restricted - Whole of Market  35 Accord Crescent, Paisley, PA2 7DZ
First meeting at adviser's own cost
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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Regular savings
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Group Pension/Stakeholder
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Group Protection/Life Insurance
Response rating
10/10
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FCA authorised
Last authorised 26th October 2020
Meet our advisers
Lisa Rooney
Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

About us

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).

Our services

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 the True Potential Wealth Platform. You may ask us for a list of those companies.

Where to find us
Head office address: 35 Accord Crescent, Paisley, PA2 7DZ
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 26th October 2020

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