Gary Dunn - True Potential Wealth Management

Restricted - Whole of Market  18 Sandringham Drive, Withnell, Lancashire, PR6 8SU
First meeting at adviser's own cost
"If you are looking for straightforward Pension or Mortgage advice from a highly experienced professional, I would definitely recommend Gary
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Bad credit
check
Building your home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Buying overseas
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
EEA
check
Rest of world
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 17th February 2020
Meet our advisers
Gary Dunn DipFA MLIB
Financial Planning Manager

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

About us

Longevity is only achieved in this industry through Honesty, Integrity and Success. I have been a Financial Adviser since 1992 having previously been a Bank Manager for a major high street bank.
I offer a personal service tailored to your needs, and I am able to select products from the whole marketplace in an unbiased manner.
My particular areas of interest are pensions , Investments and all aspects of Homeowner Borrowing. I received my Diploma for Financial Advisers from the "Institute of Financial Services" which was the culmination of five years of study whilst advising. I am also a member of the Institute of Personal Advisers and hold a current Statement of Professional Standing issued by the London Institute of Banking and Finance.
My client base is very diverse ranging from young professionals just starting their financial planning journey to much older clients completing theirs. I also advise three companies on their employee workplace pension schemes. It is an amazing privilege and responsibility knowing so much about a client’s private affairs and their hopes and fears.
I believe the key to being a good adviser is having a high level of technical knowledge but more importantly listening to my clients

Our services

If you are Planning your Retirement or Releasing Tax Free Equity from your Property our aim is to provide specialist Pension and Mortgage Solutions.
We offer clear, concise and impartial advice on all aspects of Retirement Planning, Equity Release and Mortgages including Remortgages. All Pensions schemes, Occupational (Company) Final Salary, Retirement Drawdown Schemes , Investments and Life Protection,

With over 26 years successfully delivering tailored financial plans we can call upon years of experience and knowledge.
We will closely monitor your progress towards your goals and provide a regular service review to ensure that you achieve your goals in life.

Where to find us

18 Sandringham Drive, Brinscall, Lancashire, Chorley, PR6 8SU

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 17th February 2020

Similar advisers near you

Independent Financial Adviser 0.36 mi
Banks Wealth Management Advisers are highly qualified but plain speaking and will help you understand your own financial goals.
 
Independent Financial Adviser 2.19 mi
Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
 
Independent Financial Adviser 2.59 mi
We specialise in giving advice to clergy and also welcome the opportunity to work with all other clients.
 
Independent Financial Adviser 2.59 mi
We work hard to help YOU achieve YOUR financial goals.