Dominic O'Connor at True Potential Wealth Management LLP

About

A trusted and highly experienced Financial Adviser, with expert knowledge of investments and pensions. Key expertise in retirement planning, including defined benefit pension advice, investments and tax efficiency.

I have over 20 years’ industry experience in banking and financial services helping a wide range of different clients. My advice covers all aspects of wealth management; retirement planning, including defined benefit pension advice, investments, inheritance tax planning and life assurance.

As an experienced Financial Adviser with True Potential Wealth Management, part of the highly-successful award winning True Potential group of companies, I’m committed to delivering better value and choice for my clients by providing a financial planning service that is built on long term relationships, trust and integrity.

Financial planning can sometimes seem complicated, daunting and time-consuming, but it doesn’t have to be. I aim to cut through the jargon and deliver clear and transparent advice so that you can make sound financial decisions. I work closely with clients to clearly understand all aspects of their wealth and future goals, so any recommendations are in their best interests and tailored to their individual circumstances.

True Potential Wealth Management is a national, award-winning, wealth management company, trusted by thousands of clients across the UK.

Our services

Our investment strategies use a broad range of leading global investment managers so you know your money will be in trusted hands. Coupled with True Potential’s expert oversight, innovation and cutting edge technology, we provide clients with a highly sophisticated wealth management service.

Our portfolios are tailored to your specific requirements and attitude towards investment risk, ensuring that your money is always managed in accordance with your wishes and aligned to your goals.

We have specialist knowledge and expertise in the area of Pensions, and in particular with Personal pensions, Pension drawdown and deferred Defined Benefit (Final salary) pension schemes. Please contact me to arrange a free pension and/or investment review.

Compliance

Dominic O'Connor is a Restricted Financial Adviser 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.

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.

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.

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