Nick Cassidy at True Potential Wealth Management

Initial consultation free
Restricted
Formerly a solicitor, I am now a fully qualified Financial Planner, with specialisms in Defined Benefit and Defined Contribution pension transfers, Pension & Divorce cases, drawdown and general retirement planning.

We can advise you on

72
£100k+
£100k+
£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 Nick Cassidy
Financial Planner & Wealth Partner

What our clients say

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Kiko R
"Once Nick Cassidy focused on financial advice I did not hesitate in becoming a client. As expected, he explained everything in straight forward terms and helped me with my financial planning. Those...
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David K
What were the circumstances that caused you to initially look for an adviser? The saving rates were very low at the bank & building society How has Nick Cassidy helped you? Nick gave me the...
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Graeme T
What were the circumstances that caused you to initially look for an adviser? Change of employment late in life and inadequate pension provision How has Nick Cassidy helped you? I am useless with...
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Jonathan T
"I have known Nick professionally for a number of years. We have regularly appeared in the same courts and he is someone that I have enjoyed co-defending with. When Nick cross-qualified as a...
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Parvez
What were the circumstances that caused you to initially look for an adviser? We were looking for a tax-efficient way to protect and grow our income How has Nick Cassidy helped you? He advised us...
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Simon
What were the circumstances that caused you to initially look for an adviser? I wanted my pension and investments to be managed by a professional rather than in a generic tracker fund How has Nick...

Compliance

Nick Cassidy 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. 

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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