Gary Dunn - True Potential Wealth Management

Restricted - Whole of Market  18 Sandringham Drive, Withnell, Lancashire, PR6 8SU
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FCA authorised
Last authorised 14th September 2020
"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
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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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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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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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EEA
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Rest of world
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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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
Meet our advisers
Gary Dunn DipFA MLIB
Financial Planning Manager
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.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

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

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

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