Dominic O'Connor - True Potential Wealth Management

Restricted - Whole of Market  Parkgate Road, Altrincham, Cheshire, WA14 5UU
First meeting at adviser's own cost
Committed to helping clients make informed decisions about their future and achieve their financial goals. Key expertise in retirement, including defined benefit pension advice, investments and tax efficiency.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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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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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Small business
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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
Response rating
7.0/10
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FCA authorised
Last authorised 27th September 2021
Meet our advisers
MR Dominic O'Connor DipPFS
Financial Adviser

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

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

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

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

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

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

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.

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

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

About us

I have 20 years’ industry experience helping a broad range of private clients, professionals and business owners. My advice covers all aspects of wealth management; retirement planning, including defined benefit pension advice, life assurance, inheritance tax planning and investments.

I provide a financial planning service built on honesty, trust and integrity which is why I have clients that have been with me throughout my career. I’m committed to placing the client at the centre of what I do and delivering better value, choice and results for my clients.

Financial planning can sometimes seem complicated, daunting and time-consuming, but it doesn’t have to be. My focus is on cutting through the jargon and delivering open, transparent and clear advice so that you can make sound financial decisions.

I will take time to thoroughly understand your current and future aspirations and any recommendations will be made in your best interests and tailored to your individual circumstances.

True Potential Wealth Management is an award-winning, national advice business, trusted by thousands of clients across the UK.

Our services

We have a wealth of experience in delivering solutions to people with a wide range of differing needs and objectives. Our investment strategies use some of the largest and most respected investment houses worldwide so you know your money will be in trusted hands. With True Potential’s expert oversight coupled with innovation and cutting edge technology, we offer a sophisticated, high value, wealth management service.

Our portfolios are tailored to your specific requirements and attitude towards investment risk, ensuring that your money is always managed in accordance with your wishes and aligned to your goals.

We have specialist knowledge and expertise in retirement planning and pensions, including Defined Benefit (Final salary) schemes. Analysis and reviews are handled by our team of head office experts with full and rigorous compliance oversight.

I would be delighted to help you so please get in touch.

Where to find us
Head office address: Parkgate Road, West Timperley, West Timperley, Altrincham, WA14 5UU
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX

True Potential Wealth Management LLP is authorised and regulated by the Financial Conduct Authority. FSR number 529810.

Response rating
7.0/10
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FCA authorised
Last authorised 27th September 2021

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