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Neil Dawson - True Potential Wealth Management
Neil Dawson - True Potential Wealth Management
Initial consultation free
Restricted
I have been advising my clients for over 20 years, with particular expertise in redundancy benefits and pension & retirement planning. I will guide you through the complexities of planning, allowing you to make fully informed decisions about your future.
We can advise you on
Clients
helped
132
Minimum
pension value
£100k+
Minimum
wealth
£100k+
Minimum
mortgage value
£0+
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 Neil Dawson
Financial Planner
What our clients say
b
Beverley
What could they have done better? Could have done nothing more, very professional, courteous and patient What were the circumstances that caused you to initially look for an adviser? Wanting to put all previous pensions into one place How has Neil Dawson helped you? Made things very simple to manage Have you seen the outcome you were hoping for? Yes
w
Wendy
What could they have done better? I can’t fault any of Neil’s advice. What were the circumstances that caused you to initially look for an adviser? Change of life circumstances How has Neil Dawson helped you? He helped me understand what the value of my assets were and how to manage them and how to make the most out of my pension and retirement. Have you seen the outcome you were hoping for? Yes
a
Amanda
What were the circumstances that caused you to initially look for an adviser? Retirement How has Neil Dawson helped you? Neil has an excellent understanding of my financial needs. His advice has been clear and relevant. He has been, patient, understanding and professional. Have you seen the outcome you were hoping for? Yes
j
James
What could they have done better? Nothing. What were the circumstances that caused you to initially look for an adviser? I was looking to consolidate a number of work place pensions and Neil came via UNITE How has Neil Dawson helped you? He's provided clear information on current pensions and made some suggestions on how best to move forward with these. He's been patient and worked around my availability, never pushy, always approachable and clear and concise with the information provided. Have you seen the outcome you were hoping for? At this stage, yes. Everything is working as explained
Contact us
Compliance
Your home may be repossessed if you do not keep up repayments on your mortgage.
Neil Dawson 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.

Investments - We offer advice on limited types of Products. Primarily, we will advise you on Strategy Funds and the tax wrappers held on the True Potential Investments Wealth Platform. If the Platform does not have a product to meet your needs, we will broaden our research to other companies with products not available on the True Potential Wealth Platform. You may ask us for a list of those companies
Legal information

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This service is provided by Unbiased Group Services Ltd which is an appointed representative of Prosper Capital LLP (FRN53007) which is authorised and regulated by the Financial Conduct Authority.