Dominic O'Connor - True Potential Wealth Management

Restricted - Whole of Market  Parkgate Road, Altrincham, WA14 5UU
First meeting at adviser's own cost
A trusted and highly experienced Financial Adviser, with expert knowledge of investments and pensions, offering local face to face advice. Key expertise in retirement planning, 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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Income protection insurance
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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
Response rating
7.0/10
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FCA authorised
Last authorised 15th August 2022
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 exam accesses understanding of the financial services and their regulation.

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 protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

About us

I have over 20 years’ industry experience in banking and financial services helping a wide range of different clients. My advice covers all aspects of wealth management; retirement planning, including defined benefit pension advice, investments, inheritance tax planning and life assurance.

As an experienced Financial Adviser with True Potential Wealth Management, part of the highly-successful award winning True Potential group of companies, I’m committed to delivering better value and choice for my clients by providing a financial planning service that is built on long term relationships, trust and integrity.

Financial planning can sometimes seem complicated, daunting and time-consuming, but it doesn’t have to be. I aim to cut through the jargon and deliver clear and transparent advice so that you can make sound financial decisions. I work closely with clients to clearly understand all aspects of their wealth and future goals, so any recommendations are in their best interests and tailored to their individual circumstances.

True Potential Wealth Management is a national, award-winning, wealth management company, trusted by thousands of clients across the UK.

Our services

Our investment strategies use a broad range of leading global investment managers so you know your money will be in trusted hands. Coupled with True Potential’s expert oversight, innovation and cutting edge technology, we provide clients with a highly sophisticated 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 the area of Pensions, and in particular with Personal pensions, Pension drawdown and deferred Defined Benefit (Final salary) pension schemes. Please contact me to arrange a free pension and/or investment review.

Where to find us
Head office address: Parkgate Road, West Timperley, West Timperley, Altrincham, WA14 5UU
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
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 15th August 2022

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