True Potential Wealth Management LLP

Restricted - Whole of Market  Parkgate Road, Altrincham, Greater manchester, WA14 5UU
First meeting at adviser's own cost
Professional and experienced adviser, focused on helping clients secure their future and achieve their financial goals.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
Response rating
10/10
check
FCA authorised
Last authorised 18th May 2020
Meet our advisers
Dominic O'Connor DipCII
Wealth Management Partner

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.

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

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

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.

Where to find us
Head office address: Parkgate Road, West Timperley, West Timperley, Altrincham, Cheshire, WA14 5UU
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
10/10
check
FCA authorised
Last authorised 18th May 2020

Similar advisers near you

Independent Financial Adviser 0 mi
Independent impartial advice to help you to secure your financial future.
 
Independent Financial Adviser 0.31 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Independent Financial Adviser 0.52 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Independent Financial Adviser 0.72 mi
Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across Greater Manchester.