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.
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.
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.
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.
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.
Where to find us
Parkgate Road, West Timperley, Altrincham, Cheshire, WA14 5UU
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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.
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.