Neil Dawson - True Potential Wealth Management
Initial consultation free
Restricted
I have been advising my clients for over 20 years, with particular expertise in redundancy benefits and pension & retirement planning. I will guide you through the complexities of planning, allowing you to make fully informed decisions about your future.
We can advise you on
Clients
helped
helped
Minimum
pension value
£100k+pension value
Minimum
wealth
£100k+wealth
Minimum
mortgage value
£0+mortgage value
Meet our advisers
Mr Neil Dawson
Financial Planner
What our clients say
b
Beverley
What could they have done better?
Could have done nothing more, very professional, courteous and patient
What were the circumstances that caused you to initially look for an adviser?
Wanting to put...
a
Amanda
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Neil Dawson helped you?
Neil has an excellent understanding of my financial needs. His advice has...
a
Andrea
What could they have done better?
Nothing springs to mind
What were the circumstances that caused you to initially look for an adviser?
I wasn't happy with the service I received from my previous...
w
Wendy
What could they have done better?
I can’t fault any of Neil’s advice.
What were the circumstances that caused you to initially look for an adviser?
Change of life circumstances
How has Neil...
j
James
What could they have done better?
Nothing.
What were the circumstances that caused you to initially look for an adviser?
I was looking to consolidate a number of work place pensions and Neil came...
e
Edward
What could they have done better?
I don't think there was any area he didn't cover giving me plenty of options and leaving me to decide
What were the circumstances that caused you to initially look...
Compliance
Your home may be repossessed if you do not keep up repayments on your mortgage.
Neil Dawson 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. 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. We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers. 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
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