Dave Thomas of True Potential Wealth Management

Financial Adviser (Restricted Whole of Market) 19 Stroma Road, Liverpool, L18 9SN
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
13th August 2018
As a Financial Adviser with True Potential Wealth Management, I'm committed to delivering better value and choice for my clients.
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Small business
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Dave Thomas BSc, DipIP
Professional Financial Adviser
Where to find us
About us

Dave Thomas is a registered individual of True Potential Wealth Management which is Authorised and regulated by the Financial Conduct Authority. FNR number 529810.

Our services

For more than 20 years, I’ve been helping individuals and families reach their financial goals.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what's important to you. Whether it's a worry-free retirement, saving for your children’s education, protecting your family or leaving a legacy to your loved ones, I can work with you every step of the way.

Managing your financial plans can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from investments and insurance to tax and estate planning.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Compliance

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 these companies.
Investments can fluctuate in value and investors may not get back the amount that they invest. Tax treatment is dependent upon individual circumstances and may be subject to change in the future.
We offer non-investment protection products (e.g. term assurance, income protection and critical illness) from a range of insurers.

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