True Potential Wealth Management

Restricted by product Parkgate Road, West Timperley, Altrincham, Cheshire, WA14 5UU

First meeting at adviser's own cost

Response rating

10 /10

14th October 2019

Professional and experienced adviser, focused on helping clients secure their future and achieve their financial goals.

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax

Make an enquiry Request a call back 08000 449801 Recommend to a friend

Meet our advisers

Dominic O'Connor DipCII

Financial Adviser

Qualifications & Accreditations Hide qualifications

R02 - Investment Principles (CII)

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

R06 - Financial Planning Practice (CII)

This qualification helps advisers develop and demonstrate their financial planning capabilities.

R01 - Financial Services, Regulation and Ethics (CII)

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

AF5 - Financial Planning Process (CII)

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

CF2 - Investment and Risk (CII)

This examination assesses a knowledge and understanding of investment products and the risks involved.

J01 - Personal Tax (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

Diploma In Financial Planning (CII)

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

PCIAM - Private Client Investment Advice & Management (CISI)

This qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment

What our clients say

I first came into contact with Dominic over 10 years ago because of poor returns on our current savings. Dominic listened to our concerns and put forward a very good presentation of suitable products. We have seen the outcome we were hoping for.

J Marriott, Lancashire

I first met Dominic over 6 years ago when I was seeking advice on how to invest my NHS retirement lump sum. As part of the process Dominic completed a risk analysis and established what was best for me as a low to medium risk investor. In his recommendations, he explained all the implications in great detail. I have seen the outcome I was expecting despite the ongoing Brexit uncertainty and volatility in the market. I have no suggestions as to what could have been done better. Everything was thoroughly explained and he personalised the plan to suit my needs.

J McCabe, Manchester

I first came into contact with Dominic O'Connor 9 years ago-during his previous employment with a banking institute-following the death of my husband to seek professional advice to secure my future financial status. When Dominic O'Connor left the bank, having built up trust in him as a person and the advice offered, for continuity and continued good service, I enrolled with True Potential. Dominic has always been very understanding of my personal circumstances, approach to risk and offered products to suit my financial needs. Prior to my current circumstances, household finances were solely dealt with by my spouse. My understanding of products available is limited but Dominic has always fully explained in 'layman's' terms products and options to me and ensured I have understood everything prior to making any decisions. Recently, despite being on holiday with his family, Dominic was contactable (although I was unaware he was on holiday at the time of contact) and offered to resolve my query. With Dominic's help and support I have been able to achieve financial goals to date and have no doubt that my financial future is as secure as it can be during uncertain economic times.

A Moore, Manchester

I first came into contact with Dominic over 6 years ago when I was seeking advice on saving for my Pension and family, being self-employed. Dominic helped me set up my family pension, ISA's, and savings for my children. Every detail of the process was structured and there was never any pressure, always felt my best interest was been handled by Dominic. I have absolutely seen the outcome I was hoping for, and he is always on hand to answer any questions on already established accounts.

F Fomenya, Manchester

I have known Dominic for over 15 years, first at RBS and recently at True Potential. His guidance and support has been superb and he has made a superb transition into his new role where his advice has set me up for a solid financial position. He is trustworthy and always able to balance risk for the good of his clients. You all need his help and he does the hard work that someone needs to do even if it’s not you.

S Hanson, Lancaster

Where to find us

Parkgate Road, West Timperley, Altrincham, Cheshire, WA14 5UU

Make an enquiry

About us

Over 18 years experience helping clients achieve their goals and secure their financial future, advising on all aspects of financial planning and wealth management. Highly competent in all aspects of pension advice, investment planning, estate planning and financial protection.

I really enjoy working with new and existing clients to make a positive difference to your financial situation. I aim to explain things in plain English and create a professional but relaxed environment in which to discuss financial matters before providing tailored advice to help build and preserve your wealth over time.

After spending 15 years building my expertise working for the Royal Bank of Scotland group, I joined True Potential Wealth Management, part of the award winning True Potential group. Working in partnership I can offer a highly sophisticated, innovative, client centric proposition which allows me to deliver outstanding service, choice and value to my clients.

Please call/email me for an initial discussion around your plans and circumstances. The initial consultation is free and without obligation and is a great opportunity to find out more, ask questions and for me to outline how I can help. I have flexibility to meet at a time and location to suit you.

Our services

My approach is to listen carefully, so that I fully understand your circumstances and what’s important to you. Planning for a comfortable retirement, protecting yourself or saving for the future, I can help.

I work at a pace that my suits you. All advice is tailored around you and your objectives and presented in an open, relaxed and professional manner.

I establish and maintain excellent advisory relationships with clients. Setting up a plan is important, but supporting you with this plan over time is where I can really make a difference to your prosperity.

Please get in touch.

Make an enquiry Request a call back 08000 449801 Recommend to a friend

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£50,000

Minimum mortgage value

£0

Make an enquiry Request a call back 08000 449801 Recommend to a friend

Contact options

Make an enquiry Request
a call back 08000 449801 Recommend to a friend

Legal information

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.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.