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  11. Donna Smyth DIP PFS

Donna Smyth DIP PFS

Restricted - Whole of Market  True Potential Wealth Management, Holywood, County down, BT18 9LE
First meeting at adviser's own cost
True Potential Wealth Management. I have 23 years industry experience including 19 years as an financial adviser.
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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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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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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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Response rating
9.3/10
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FCA authorised
Last authorised 14th September 2020
Meet our advisers
Donna Smyth DipPFS
True Potential Wealth Manager

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

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

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

Accreditations
Certified Financial Planner
What our clients say
Donna Smyth has been providing pension advice to the Cancer Fund for Children and its employees for over ten years. Over that period of time, the level of service and attention she has given to the Charity has been invaluable and her advice has been of the highest standard. Based on her professionalism, expertise and integrity, I would therefore not hesitate in recommending Donna Smyth’s services as a financial advisor."
Cancer Fund for Children, Northern Ireland
Overall I am happy with the service provided. I found Donna Smyth very helpful and very professional in terms of advice given.
Sean, Co Down
“Special thanks for your patience and taking the time to explain things clearly. Your approach to people is exemplary and we would have no hesitation in recommending you to others.”
New client feedback, Co Down
Donna carefully and patiently guided us through the multiplicity of available products and helped us make sound decisions. These have strengthened our financial position during a period of financial volatility and uncertainty and have worked out well for us.
Tony & Sheila, Downpatrick
We could not praise Donna enough for the help and guidance she gave us in making decisions on our pension pot. She provided a comprehensive and easy-to-follow plan, explaining everything in such an uncomplicated manner. It was great advice delivered in an open and honest way and with no pressure to proceed. Donna even found a pocket of money that I was unaware of and showed ways to get better tax efficiency out of what we had. The service and advice given by Donna and her colleagues were excellent in every respect and I would have no hesitation in recommending Donna to anyone wanting to get the best out of their pension.
Tony & Jane, Co.Down
I very much appreciate and value the advice and accessibility of a female Financial Adviser. In my dealings over the past few years with Mrs Donna Smyth, I have found that the rapport based on a woman-to-woman relationship has been exactly as I had wished. For any woman, dealing with financial matters alone, in particular, I can personally recommend talking to a female adviser. Donna is very aware of me personally and her advice, up to this point, has been followed, simply because I feel confident in her." She listens and helps me achieve my aims through an understanding of my situation as well as simply looking at the figures."
Susan, Comber
About us

For more than 19 years, I have been a fully qualified and authorised FCA regulated Financial Adviser. During this time, I’ve been helping individuals and families and businesses 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.

We will work together to keep you on track to meet your financial goals throughout the different phases of your life.

We are able to continue to keep working for our clients uninterrupted throughout the time of this Covid 19 pandemic with the help of our award winning systems.

Where to find us
Head office address: True Potential Wealth Management, 5th Floor River House, 48-60 High Street, Belfast, BT1 2BE
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
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Advice methods
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
9.3/10
phone Show number
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FCA authorised
Last authorised 14th September 2020

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