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
10/10
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FCA authorised
Last authorised 1st June 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
Head office address: 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
10/10
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FCA authorised
Last authorised 1st June 2020

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