Neil Dixon at True Potential Weath Management
Initial consultation free
Restricted
A Chartered Financial Planner & Pensions Specialist, giving quality advice to clients, nationwide. I will help you achieve your retirement dreams. I hold the relevant qualifications to advise in the complex area of Defined Benefit/Final Salary schemes.
We can advise you on
Clients
helped
138helped
Minimum
pension value
£150k+pension value
Minimum
wealth
£150k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
What our clients say
s
Sian
What were the circumstances that caused you to look for a financial adviser?
Neil Dixon is always quick to respond to requests for advice, and that given is thorough and useful.
How did Neil Dixon...
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Vincent
What were the circumstances that caused you to look for a financial adviser?
Forthcoming early retirement
How did Neil Dixon help you?
Fully assessed my financial health, reassurance on adequacy of...
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John
What were the circumstances that caused you to look for a financial adviser?
Having sold my business and entering early retirement I wanted independent advise as to long term planning and...
j
Jason
What were the circumstances that caused you to look for a financial adviser?
After relocating back to the UK I had variety savings, pension and investments in different currencies and wanted to...
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Heather
What were the circumstances that caused you to look for a financial adviser?
Future planning of pension and income
How did Neil Dixon help you?
How and what to invest in. Only ever offered advice....
k
Kate
What were the circumstances that caused you to look for a financial adviser?
Having a lump sum and wanting to get the best return for our money.
How did Neil Dixon help you?
Neil advised where to...
Compliance
Neil Dixon is a Chartered 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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