Dave Thomas of True Potential Wealth Management

Restricted - Whole of Market 5 Bloomfield Street, Little Sutton, Cheshire, Ellesmere Port, CH66 4AG
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
2nd December 2019
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
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Small business
    • 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

5 Bloomfield Street, Little Sutton, Cheshire, Ellesmere Port, CH66 4AG

Make an enquiry
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
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Minimum mortgage value
£0

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