True Potential Wealth Management LLP

Restricted - Whole of Market  637a Lisburn Road, County Antrim, Belfast, BT9 7GT
First meeting at adviser's own cost
Your financial interests, goals and aspirations are of paramount importance and are at the heart of any advice I give. I have a wealth of experience and can assist you with Pensions and Investment Wealth Management.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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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
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Corporate pension
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Group Pension/Stakeholder
Response rating
9.2/10
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FCA authorised
Last authorised 14th June 2021
Meet our advisers
Mr Scott Hanley Dip PFS MCSI
Financial Planner & Wealth Management Partner

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

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

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 qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses a knowledge and understanding of financial protection plans.

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience

This exam accesses understanding of the financial services industry including regulation and legislation.

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

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

Mr David Smith
Financial Planner & Wealth Management Partner

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

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

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 qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses a knowledge and understanding of financial protection plans.

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

This exam accesses understanding of the financial services industry including regulation and legislation.

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

What our clients say
What were the circumstances that caused you to look for a financial adviser? Very personable young man. Well regarded by some friends. Knowledgeable, attentive, helpful. A good care-taker. How did Scott Hanley help you? He re-assured my about some concerns that I had about my pension. He proved to be helpful. Have you seen the outcome you were hoping for? Yes, What could they have done better? Very little. He was an attentive listener and showed some ideas to improve my situation.
Mervyn Logan, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? I was considering early retirement and want to know what all my options were. How did Scott Hanley help you? Scot listened to my plans and took account of my finances. He then gave me a breakdown of pros and cons of my options. Have you seen the outcome you were hoping for? So far everything is going according to plan and meeting my expectations. What could they have done better? With the covid restrictions in place, this limited the amount of face to face contact. This will not be an issue when things eventually return to normal. Scot was always available to answer any queries by phone or email.
Bill Hammersley, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? I knew i needed specialist pension advice regarding my final salary schemes and SIPPs and felt out of my depth as i approach this critical life stage. How did Scott Hanley help you? He offered clear, no nonsense analysis of all the options having previously done extensive research into my personal goals and economic position. He also went above and beyond when dealing with my previous providers who on occasions were obstuctive. Have you seen the outcome you were hoping for? Yes… Scott's service has been excellent and pleasingly the pension performance during this tricky period has been strong. What could they have done better? Nothing that stands out
Dan McClean, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? Retirement. How did Scott Hanley help you? Provided straightforward advice and guidance relation to a complex pension transfer. Have you seen the outcome you were hoping for? Yes. Outcome was better than expected. What could they have done better? Outstanding professional adviser. Always approachable, helpful and personable. A pleasure to do business with.
Stephen McLaughlin, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? I had been in a final salary non-contributory defined benefits pension scheme for 30 years. I then left the company and wanted to take my pension private. I met with multiple IFAs How did Scott Hanley help you? Scott talked me through all of the pros and cons of moving the pension private. He is extremely thorough and knowledgeable. Have you seen the outcome you were hoping for? Yes the performance thus far ( Covid permitting ) has been exactly what I was expecting. I am very happy What could they have done better? I really cannot think of any negatives . Scott was and continues to be excellent. Private To You Thanks for everything you have done for me mate - it is much appreciated.
Glenn Kleanthous, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? Transfer of private pension How did Scott Hanley help you? Prompt response n options given accordingly Have you seen the outcome you were hoping for? Yes What could they have done better? Personally adviser has been excellent in explaining and always in contact whenever needed
Shila Soneji, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? I was in the process of transferring my final salary pension. How did Scott Hanley help you? Scott was brilliant, he explained everything to a relative novice as far as pensions go, in a way that made me fully understand the process and the risks associated with what I was looking to do. Apart from being good at what he does, he is a good man as well, makes you feel very confident and informed about any decisions you want to make. Have you seen the outcome you were hoping for? I am 2 years into my pension transfer and growth in the first year was more than expected, 2nd year was hit by COVID, but even following the initial dent, everything is more than back on track. I was getting nervous and Scott was available regularly to discuss options and really put my mind at rest.
David Cook, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? I had a number of pensions from different employers and no plan for how to structure them and grow them. I needed to start proactively managing my finiances How did Scott Hanley help you? In many ways, sound advice, a level head and expert financial advice on vehicles and products that suited my needs Have you seen the outcome you were hoping for? He has exceeded expectations, the growth of my money is great and he really understands my future needs and risk profile for future investments. He remains proactive regarding annual allowances and changes to products. I feel in good hands What could they have done better? There really isn't anything. I'm not new to dealing with advisors, Scott is the best I have used and the only one I've ever recommended. I trust him
Graeme Purdy, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? I was unhappy with my previous pension custodians. How did Scott Hanley help you? Scott introduced me to True Potential and I transferred my business. Have you seen the outcome you were hoping for? I understand these are turbulent times but my pension portfolio has performed better than I expected. What could they have done better? I can’t think of anything that Scott could have done better.
Paul Hutchinson, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? I wanted a tailored personal pension plan How did Scott Hanley help you? Advised and set up the pension fund with TPI Have you seen the outcome you were hoping for? Yes What could they have done better? I’m very happy with the service
Michael Francis-Nayor, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? Reciept of a small windfall as well as planning for illness/death How did Scott Hanley help you? Put in place the appropriate products and managed a claim in extremely trying personal circumstances for me and achived a superb outcome. Have you seen the outcome you were hoping for? Very much so.
Stuart Irwin, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? I had taken early retirement and needed advice on how best to take my pension How did Scott Hanley help you? Scott went through all the possibilities of how my pension could be taken and once explained I was able to make the decision to do a pension transfer to True Potential. Scott explained thoroughly the advantages and disadvantages of this option before I came to my decision. Scott was available to speak to whenever I needed to contact him and he dealt with all aspects of the paperwork until the transfer was made. Have you seen the outcome you were hoping for? Yes I have been very pleased with my investment and I have also had the opportunity to review my investment with one of TPI advisors again. What could they have done better? Scott had made the transfer hassle free and I couldn't fault him at all.
Premila Kerai, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? My first contact with Scott was I think in 2004 in relation to a sizable corporate DB scheme. Scott like many advisors has the expertise to advise but where he scored was in his approach to issues and being able to quickly cut through the chaff to provide options that would actually address the problems. Subsequently I retained Scott on my personal pension structures and more significantly, wider investment portfolios. How did Scott Hanley help you? At a corporate level, clearly identifying the problems and putting forward costed, and crucially, feasible solutions. On personal investments, identifying structures and investments that fit well with my objectives. Have you seen the outcome you were hoping for? Overall yes, but there are always ups and downs along the way.
Ronnie Lewis, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? A combination of a need for funds and a final salary scheme ‘pot’ which I needed advice upon to avoid tax issues. How did Scott Hanley help you? He was able to demonstrate the benefits of transferring out of the DB scheme I was part of and into my own personal pension. He was also able to demonstrate the potential pension upon retirement and the funds I was able to access straight away. He made the process simple for me and easy to understand. Have you seen the outcome you were hoping for? Very much so. What could they have done better? Perhaps a little guidance on what needs to be declared on your tax return if funds are drawn down. Otherwise, nothing comes to mind.
Peter Kelly, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? Looking for a more flexible option for my pension pot. How did Scott Hanley help you? Over a number of meetings Scott provided sound advice facilitating an informed approach to my future pension goals. Have you seen the outcome you were hoping for? The ability to quickly decide and execute lifestyle goals was immediate.
Gary, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? I wished to consolidate various company pensions into a single investment. How did Scott Hanley help you? He advised me how to proceed and did all of the ground work required to consolidate the pensions. Have you seen the outcome you were hoping for? I have What could they have done better? I can’t think of anything. I have been very happy with Scott’s advice and service levels.
Simon Witt, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? Change/increase in Life insurance for my wife and I, due to an increase in mortgage. How did Scott Hanley help you? Scott presented us with a range of life insurance providers and their benefits allowing us to make an informed choice. Have you seen the outcome you were hoping for? Yes, we are very pleased with the provider and product we chose. What could they have done better? I do not think Scott could have improved on the service he provided for us.
Johnston Birrell, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? I was coming close to early retirement and required direction regarding my pension fund How did Scott Hanley help you? Scott was able to discuss in fine detail my options and was very approachable and most helpful. Have you seen the outcome you were hoping for? To a limited degree, but that has been down to market fluctuations during this very uncertain year. What could they have done better? There is nothing Scott could have done better as all changes have been related to the current pandemic and no doubt will continue into 2021.
Norman Black, Verified VouchedFor Review
About us

As a Restricted Financial Adviser with True Potential Wealth Management, part of the successful True Potential Group, I am committed to delivering better value, choice and results for you.

With over 27 years experience helping individuals and families reach their financial goals, I offer a wealth of knowledge and expertise.

I provide advice on Savings and Investments, Retirement Planning, Protection, Trust and Estate Planning, and Business and Succession Planning, making sure that all your needs are covered.

I take the time to get to know you and find out what’s important to you. With this knowledge, I can produce a financial plan focused on your goals, taking into account your personal situation. In addition, through the use of True Potential’s award-winning technology, I can deliver straightforward and transparent advice in a simple and convenient way.

All my clients are empowered to take control of their futures and have access to monitor their finances 24/7 online and via tablet or smartphone. As a result, they have the potential to reach their financial goals faster.

Our services

• Retirement Planning – I will ensure you obtain the retirement you desire.
• Pension Transfers - Comprehensive review of your existing plans and will only advise to transfer if this is in your best interests.
• Investment Planning – Helping you to grow your wealth so you can fund your future plans such as children’s education, wedding costs, rainy day funds, medium and long term investment goals.

Where to find us
Head office address: 637a Lisburn Road, County Antrim, Belfast, BT9 7GT
Service coverage
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
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

True Potential LLP is registered in England and Wales as a Limited Liability Partnership No. OC380771.

Registered head office : Gateway West, Newburn Riverside, Newburn, Newcastle Upon Tyne, NE15 8NX

We use meeting facilities around the UK, however the above address is our only registered office.

Response rating
9.2/10
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FCA authorised
Last authorised 14th June 2021

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