True Potential Wealth Management LLP

Restricted - Whole of Market  637 Lisburn Road, County Antrim, Belfast, 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
check
Pension drawdown
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
Wealth management
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
OEICs
Response rating
10/10
check
FCA authorised
Last authorised 16th November 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
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
10/10
check
FCA authorised
Last authorised 16th November 2020

Similar advisers near you

Independent Financial Adviser 0.51 mi
Trustworthy, Expert and Bespoke Financial Advice Built Around You From Chartered Financial Planners
 
Independent Financial Adviser 0.77 mi
 
 
Restricted - whole of market 0.95 mi
Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
 
Restricted - whole of market 1.03 mi
Cormac O'Toole - True Potential Wealth Manager I have 25 years industry experience including 22 years as an adviser. I am a Chartered Financial Planner and a Fellow of the Personal Finance Society