True Potential Wealth Management

Restricted - Whole of Market  432 Chester Road, Warrington, Cheshire, WA4 6ES
First meeting at adviser's own cost
Specialist in Investment, Retirement, Protection and Tax Planning advice focusing on bespoke solutions to achieve your financial goals.
We can advise you on
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Auto enrolment
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Pension consolidation
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Pensions transfer
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SIPPs
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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Regular savings
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School fees planning
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Critical illness
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Healthcare
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Max Mannion
Financial Adviser

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

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.

Where to find us
Head office address: 432 Chester Road, Cheshire, Warrington, WA4 6ES
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020

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