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  11. Dave Thomas of True Potential Wealth Management

Dave Thomas of True Potential Wealth Management

Restricted - Whole of Market  5 Bloomfield Street, Ellesmere port, Cheshire, CH66 4AG
First meeting at adviser's own cost
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
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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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SIPPs
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Stakeholder
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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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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Make an enquiry Request a call back Recommend to a friend
Response rating
9.2/10
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FCA authorised
Last authorised 6th April 2020
Meet our advisers
Dave Thomas BSc, DipIP
Professional Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry together with packaged products (pensions, protection and savings and investments) and the giving of investment advice. Chartered Institute of Bankers in Scotland (CIOBS) qualifications are subject to a separate grading with the Scottish Credit and Qualifications Framework (SCQF) - www.scqf.org.uk

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.

Where to find us
Head office address: 5 Bloomfield Street, Little Sutton, Cheshire, Ellesmere Port, CH66 4AG
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
9.2/10
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FCA authorised
Last authorised 6th April 2020

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