Restricted - Whole of Market
The Gables, Barnacle, 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.
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
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?
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?
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?
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?
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
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
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.
A complete holistic service with your first and second meetings with an experienced adviser FREE and with no obligation. All your questions answered; When can I retire? how much income do I really need? will my funds run out? how can i reduce risk?
Here at Beaumont Wealth, our carefully selected team of male and female employed advisers offer independent expert financial advice with no hidden surprises.
By offering professional advice from people who truly care, we have achieved an outstanding 97%
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting. Any decision to transact business is made by you on the basis
of your own enquiries.
To check that an adviser is regulated, you can contact the relevant regulatory or professional body.
