True Potential Wealth Management

Restricted - Whole of Market  432 Chester Road, Cheshire, Warrington, SK8 3BZ
check
FCA authorised
Last authorised 10th May 2021
Specialist in Investment, Retirement, Protection and Tax Planning advice focusing on bespoke solutions to achieve your financial goals.
We can advise you on
check
Auto enrolment
check
Defined benefit
check
Pension consolidation
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
Regular savings
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Long term care
Meet our advisers
MR Max Mannion
Financial Adviser
About us

As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.
I can access investments from the whole of the market to create a bespoke plan that’s tailored just for you.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. Through the use of True Potential’s award-winning technology, I can deliver straightforward and transparent advice in a simple and convenient way.

Our services

Investment Planning: Reliable wealth management advice and the right investment strategy are crucial to securing your financial wellbeing. If you are looking to invest for income or growth, I can provide quality advice, comprehensive solutions and ongoing service.

Retirement Planning: Regardless of where you are in life, it's important to receive expert and professional advice on your retirement plans and requirements.

Whether you need to set up a retirement plan or review your existing strategy, I offer no-fee tax wrappers and access to world-class investment funds.

I can provide protection cover in the various forms of life and critical illness.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face

432 Chester Road, Cheshire, Warrington, SK8 3BZ

Similar advisers near you

Restricted - whole of market 0.52 mi
Chartered Financial Adviser specialising in Pension advice for all types of pensions including Final Salary Pension Transfers
 
Independent Financial Adviser 0.53 mi
ClearPlan provides tailored Independent Chartered Financial Planning solutions. We guide our clients to achieve financial security through informed decision making.
 
Independent Financial Adviser 0.72 mi
Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across Greater Manchester.
 
Restricted - whole of market 1.05 mi
We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice and Protection.