Neil Dixon at True Potential Weath Management

Restricted - Whole of Market  The Gables, Barnacle, Coventry, CV7 9LD
First meeting at adviser's own cost
A Chartered Financial Planner & Pensions Specialist, giving quality advice to clients, nationwide. I will help you achieve your retirement dreams. I hold the relevant qualifications to advise in the complex area of Defined Benefit/Final Salary schemes.
We can advise you on
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Annuity purchase
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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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ISA / Unit Trusts / OEICs
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OEICs
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Unit trusts
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Lump sum
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Estate planning
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Income tax
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Taxation planning
Response rating
9.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Neil Dixon Chartered Financial Plannee
Chartered Financial Planner

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 qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

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

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

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

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

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.

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.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

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.

At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

Accreditations
Chartered Financial Planner
What our clients say
What were the circumstances that caused you to look for a financial adviser? Having a lump sum and wanting to get the best return for our money. How did Neil Dixon help you? Neil advised where to invest our money and explained the various risk levels involved. Have you seen the outcome you were hoping for? Yes, absolutely. What could they have done better? Nothing. Neil went above and beyond to help us to plan for our future.
Kate, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? Having sold my business and entering early retirement I wanted independent advise as to long term planning and investment How did Neil Dixon help you? From our first initial meeting and conversation I was impressed and confident that the advise planning would meet my objectives moving forward into retirement. This included advise on income requirements risk and tax efficient vehicles to use. Have you seen the outcome you were hoping for? 20 years from the first meeting and in-spite of the many challenges over the time my opinion of Neil is that without his help and professional advise the continued growth of our investments and income taken would not be where it is. When ever needed nothing has been too much trouble for him he has moved with the times and situations. The outcome has surpassed our expectations. What could they have done better? The family could not have seen things done better
John, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? Future planning of pension and income How did Neil Dixon help you? How and what to invest in. Only ever offered advice. Decision making was always mine. Have you seen the outcome you were hoping for? Very much so. Yes
Heather, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? Forthcoming early retirement How did Neil Dixon help you? Fully assessed my financial health, reassurance on adequacy of retirement funds and recommendations on investments for further future growth Have you seen the outcome you were hoping for? Most definitely have experienced the growth anticipated What could they have done better? No disappointments at all
Vincent, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? After relocating back to the UK I had variety savings, pension and investments in different currencies and wanted to consolidate these whilst purchasing a house and ensuring I could meet my long term financial goals. How did Neil Dixon help you? Neil did an in depth assessment of my current finances, family situation, tolerance to risk and goals and based off this developed a comprehensive plan. This involved arranging my mortgage, consolidating my pensions and recommending and setting up a relevant growth fund. Have you seen the outcome you were hoping for? Yes, I am very pleased with the clear advice given by Neil. He has a strong ability and patience to explain potentially complex financial tools and terminology into a language which makes sense whilst also looking at the bigger macro economic picture and addressing that to my own personal situation and needs. What could they have done better? Nothing.
Jason, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? Neil Dixon is always quick to respond to requests for advice, and that given is thorough and useful. How did Neil Dixon help you? He has helped me to understand risk and changes in markets which impact on my investments. He has promptly assisted with supporting transfer of funds, and in rationalising my portfolio. His careful and competent management allows me to feel my investments are in safe hands and this is reflected in the successful increases in funds. Have you seen the outcome you were hoping for? Yes
Sian, Verified VouchedFor Review
About us

I am extremely fortunate to work with a great team at True Potential, which includes our outstanding compliance team that ensure oversight, as required by the Regulator. True Potential are one of the UK’s most innovative financial services groups, providing investment and pension solutions and award-winning technology to over 1.4 million private clients. We manage over £17 billion of client's assets, using some of the most highly regarded, best of breed, investment fund managers. You will always be in safe and trusted hands, throughout your financial journey with us.

I would describe myself from a business perspective as professional, personable and conscientious and personal qualities include energetic, generous and fun. I have a keen interest in most sports, including golf, tennis, football, snooker and jogging and enjoy playing the piano and guitar when I have free time. Travel is also a great love of mine and also my wife, Donna. I have a large extended family and we spend time at family gatherings, especially when the weather is good!

Our services

As your Financial Adviser, I begin with a free initial consultation to understand your objectives and aspirations. I will help you realise these goals with a tax efficient, measured and realistic approach. As a result, you will be better informed, confident and empowered to reach and visualise your financial future. I will explain my fees and other associated costs in a clear and concise way. I am completely transparent, and you will never encounter any hidden surprises.

I look forward to you getting in touch and us starting your financial journey together.

Neil

Where to find us
Head office address: The Gables, Lower Road, Barnacle, CV7 9LD
Service coverage
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

The value of investments and pensions can fall as well as rise. You may get back less than you invested.

All due care is made to ensure that the reviews found on Vouchedfor are from clients I have worked with personally and no alterations are made at any point.

True Potential Wealth Management LLP is authorised and regulated by the Financial Conduct Authority. FCA number 529810. True Potential LLP is registered in England and Wales as a Limited Liability Partnership No. OC380771.

Response rating
9.0/10
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FCA authorised
Last authorised 13th September 2021

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