True Potential Wealth Management – Northern Ireland
Initial consultation free
Independent
Taking advice could be the soundest financial decision you make. We can explain options you may not have considered, or even know about. It may be pensions, inheritance tax, investing tax-efficiently, retirement, selling a business, or even a lottery win!
We can advise you on
Clients
helped
helped
Recently added
Minimum
pension value
pension value
£100k+
Minimum
wealth
wealth
£100k+
Minimum
mortgage value
mortgage value
£0+
Meet our advisers
Mr Andrew Norrby ALIBF, AdvDipFA,CertLTCP
Chartered Financial Planner
Mr Darren Magee DipPFS, CertCII
Financial Planner
What our clients say
b
Brian
What could they have done better?
I honestly couldn't find fault with anything Darren done, in the early days he was on the end of a phone to help me with the transfer process.
What were the circumstances that caused you to initially look for an adviser?
My pension funds were performing poorly and i wasn't getting any advice from my fund manager so i decided to talk to an independent advisor and found Darren.
How has Darren Magee helped you?
Darren has consolidated my funds into one plan and guided me through the decision process as to high/low risk. My funds are now performing better.
Have you seen the outcome you were hoping for?
Yes, funds are moving in the right direction and i can easily track through an app.
k
Kim
What could they have done better?
I can’t think of any anything that could be improved.
What were the circumstances that caused you to initially look for an adviser?
I had a sum of money to invest
How has Andrew Norrby helped you?
Andrew gave me professional and helpful advice and has carried on to keep me updated. I am reassured that he has guided me on the right path for my investments and is always available if I have any questions.
Have you seen the outcome you were hoping for?
Absolutely! Andrew has given me great advice and guidance.
h
Heather
What could they have done better?
Nothing, he is only a phone call away, if I need to ask a question and he always keeps in touch
What were the circumstances that caused you to initially look for an adviser?
I had savings that I wanted to put away for the future and for the value to increase, compared to what my bank was offering
How has Andrew Norrby helped you?
Andrew was a brilliant, as I had no idea, how it all worked. He explains it, with patience and in plain English
Have you seen the outcome you were hoping for?
It has exceeded my expectations.
t
Tracey
What could they have done better?
When they achieve 100% -could not do any better .
What were the circumstances that caused you to initially look for an adviser?
Needed Professional advice
How has Jack Buick helped you?
Jack has given expert advise regarding relevant matters that require professional attention.
Have you seen the outcome you were hoping for?
The outcome achieved has been exceptionally satisfactory from Jack
Compliance
We are Restricted Financial Advisers, within True Potential Wealth Management LLP, which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership. OC356611. Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time. Investments - We offer advice on limited types of Products. Primarily, we will advise you on Strategy Funds and the tax wrappers held on the True Potential Investments Wealth Platform. If the Platform does not have a product to meet your needs, we will broaden our research to other companies with products not available on the True Potential Wealth Platform. You may ask us for a list of those companies.
Legal information
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