David Toner True Potential Wealth Management - Financial Adviser in Alnwick

David Toner True Potential Wealth Management

Initial consultation free

Restricted

Trusted by clients throughout the country we have a wealth of experience in delivering solutions to people with differing objectives we provide accurate and innovative investment tools. Vouched For Top Ranked Adviser 2020 and 2019 based on client reviews.

We can advise you on

Clients
helped

203

Minimum
pension value

£50k+

Minimum
wealth

£50k+

Minimum
mortgage value

£250k+

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

Mr David Toner Certified Financial Adviser

Wealth Management Partner - Certified Financial Adviser

What our clients say

Sarah

Overall Rating: 5 Quality of Advice: 5.0 Quality of Service: 5.0 Value for Money: 5.0 What were the circumstances that caused you to look for a financial adviser? Zero interest from current savings How did David Toner help you? Dave takes his time, no pressure sales he listens to you and goes through all of the market options. Dave will explain everything twice. Makes you feel comfortable before investing. Have you seen the outcome you were hoping for? I could not believe my eyes. The markets down - now is the time to begin. The app is so easy to navigate and you can add funds at the click of a button. What could they have done better? In the current climate I didn’t think anything could have been done better. When face to face wasn’t an option Dave used technology to arrange meetings.

David

Overall Rating: 5 Quality of Advice: 5.0 Quality of Service: 5.0 Value for Money: 5.0 What were the circumstances that caused you to look for a financial adviser? Looking for advice on long term savings, and investment advice. How did David Toner help you? Excellent support and advice over many years more than 10 years. Have you seen the outcome you were hoping for? Yes definitely What could they have done better? Best financial planner I have ever had and I have had quite a few in the past , quite literally David has changed my life for the better.

Felicity

Overall Rating: 5 Quality of Advice: 5.0 Quality of Service: 5.0 Value for Money: 5.0 What were the circumstances that caused you to look for a financial adviser? I felt I was getting poor advice from a previous adviser and wanted to make the best of my pension savings. How did David Toner help you? Listened carefully to what I did and didn't want and allowed me to start with a small investment. Once I was satisfied that he was/is a very professional adviser he began the process of making better use of my pension savings in ethical investments. He responds quickly to me questions by email or phone which I appreciate. Have you seen the outcome you were hoping for? Yes, I think my savings are being used better now. What could they have done better? I cant really think of anything.

James

Overall Rating: 5 Quality of Advice: 5.0 Quality of Service: 5.0 Value for Money: 5.0 What were the circumstances that caused you to look for a financial adviser? I wanted financial advice on my pension pot. I have always received good advice and been steered in the right direction. If I have had a problem and rang and not been able to get in touch straight away I know that David will get back to me as soon as possible and sort out any queries that I have. How did David Toner help you? He gave me advice in terms that I could understand and advice that I was happy with. Have you seen the outcome you were hoping for? Yes What could they have done better? I do not think David could do any better than he has as he is always on hand to give good advice

Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

David Toner is a Restricted Financial Adviser within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership. OC356611.
 
Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time.
 
We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers

Legal information

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