True Potential Wealth Management

Financial Adviser (Restricted Whole of Market) 432 Chester Road, Cheshire, Warrington, WA4 6ES
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
19th August 2019
Specialist in Investment, Retirement, Protection and Tax Planning advice focusing on bespoke solutions to achieve your financial goals.
We can advise you on
    • Auto enrolment
    • Pension consolidation
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Long term care
Meet our advisers
adviser-person
Max Mannion
Financial Adviser
Where to find us

432 Chester Road, Cheshire, Warrington, WA4 6ES

Make an enquiry
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.

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Compliance

Max Mannion is a registered individual of True Potential Wealth Management which is authorised and regulated by the Financial Conduct Authority. FSR number 529810.

We offer advice on limited types of Products. Primarily, we will advise you on Strategy Funds and tax wrappers held on the True Potential Investments Wealth Platform. In circumstances where 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.

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