True Potential Wealth Management LLP

Restricted - Whole of Market  637 Lisburn Road, Belfast, County antrim, BT9 7GT
First meeting at adviser's own cost
I can assist with Final Salary Pension reviews & Pensions and Investment Wealth Management
We can advise you on
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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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
Response rating
7.0/10
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FCA authorised
Last authorised 24th February 2020
Meet our advisers
Scott Hanley MCSI
Partner

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

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 18 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.

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.

I make no compromise. I am beyond wealth management.

Our services

I provide expert and professional advice in the following areas:
• Retirement Planning – Ensure you obtain the retirement you desire.
• Pension Tranfers
• Investment Planning – Helping you to grow your wealth so you can fund your future plans (children’s education, wedding costs, etc.).

Where to find us

637 Lisburn Road, County Antrim, Belfast, BT9 7GT

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 24th February 2020

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