Donna Smyth DIP PFS

Restricted - Whole of Market  True Potential Wealth Management, Belfast, BT1 2BE
First meeting at adviser's own cost
Donna Smyth - I have 23 years industry experience including 19 years as an adviser.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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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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Lump sum
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Regular savings
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Critical illness
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Income protection insurance
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Life 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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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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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 16th May 2022
What our clients say
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
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
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
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
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
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.

For me, planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most.

Where to find us
Head office address: True Potential Wealth Management, 5th Floor River House, 48-60 High Street, Belfast, BT1 2BE
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 16th May 2022

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