Dave Thomas - Financial Adviser

As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.

With over 19 years experience helping individuals and families reach their financial goals, I can provide a wealth of knowledge and expertise. I am passionate and committed about building long term relationships with all my clients, founded on exceptional service, integrity and professional financial planning advice.

For me, planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

I deliver my advice with a combination of face-to-face meetings and the most up to date technology within UK financial services, with my clients having full secure online access to their true financial picture.

An initial meeting is without cost or obligation and any subsequent work is undertaken at a pre-agreed and transparent cost.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being , and through the use of award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way.

As a result, you will be better informed, confident and empowered to reach your financial goals.

If you would like a free no obligation meeting, please contact me either on 07531 720545 or davethomas@tpllp.com. I look forward to hearing from you.

Areas Served

  • North West England

Dave Thomas - Financial Adviser

Dave Thomas - Financial Adviser

As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.

With over 19 years experience helping individuals and families reach their financial goals, I can provide a wealth of knowledge and expertise. I am passionate and committed about building long term relationships with all my clients, founded on exceptional service, integrity and professional financial planning advice.

For me, planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

I deliver my advice with a combination of face-to-face meetings and the most up to date technology within UK financial services, with my clients having full secure online access to their true financial picture.

An initial meeting is without cost or obligation and any subsequent work is undertaken at a pre-agreed and transparent cost.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial well-being , and through the use of award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way.

As a result, you will be better informed, confident and empowered to reach your financial goals.

If you would like a free no obligation meeting, please contact me either on 07531 720545 or davethomas@tpllp.com. I look forward to hearing from you.

Areas Served

  • North West England

Areas of Expertise

Investment Planning

Reliable wealth management advice and the right investment strategy are crucial to securing your financial wellbeing. If you are looking to invest for income or growth, I can provide quality advice, comprehensive solutions and ongoing service.

True Potential Investments’ carefully constructed range of risk-rated funds, including the exclusive True Potential Wealth Strategy Funds, enable you to spread your investments across a wide range of asset types and fund manager styles to create a personal, diversified portfolio solution.

As a client, you will also have 24/7 access to your investments on your personal client site and the ability to top up on-the-go with True Potential’s world-first impulseSave® technology.

Retirement Planning

Regardless of where you are in life, it is important to receive expert and professional advice on your retirement plans and requirements.

Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and access to world-class investment funds. Plus, I can ensure that you are taking full advantage of new pension freedoms.

In addition, our unique True Potential One® life planning tool helps you manage both the accumulation and drawdown phases of your retirement.

Protection

Protecting you and your family from unforeseen circumstances is essential now, and in the years to come.  I can provide protection cover in the various forms of life, critical illness and disability solutions as well as guidance on Inheritance Tax.

Long-Term Care

As we are all living longer, planning for your later life to ensure you are comfortable is vital.  Long-term care provision can include looking after both your medical and non-medical needs, whether that’s at home, within a nursing home or an assisted living facility.

I can provide the specialist advice you need, explain your options and help develop your personal plan.

My clients say...

Dave Thomas - Financial Adviser

"Dave Thomas has been our financial adviser for several years. He has an ability to explain financial matters in such a way that he de-mystifies the complexity of the markets and the financial tools available and provides clear and concise explanations for pensions and investments. This has helped us to make informed decisions in our financial planning for both today and the future of our family. We would have no hesitation in recommending Dave to anybody contemplating a review of their financial health or requiring specific advise in investment opportunities suitable for their personal requirements."

My clients say...

Dave Thomas - Financial Adviser

"David has acted as our independent financial advisor for a number of years now, and provides a consistent high standard of service. David reviews our protection cover and investment portfolio on a regular basis, providing clear reports for us to discuss with him and make a truly informed decision. David will bring to our attention any matters which are of relevance either in the market place, with our plans or our specific circumstances. We do positively recommend David Thomas."

My clients say...

Dave Thomas - Financial Adviser

"We would like to thank you for the support advice and clear guidance you have given us since we retired in 2010. From the moment you took over managing our finances we have been able to let that little, but not insignificant part of our lives manage itself without worry or concern for the future. Your guidance on all our financial affairs has proved every bit as valuable as your personal attention, regular updates and visits to our home to plan our investments for the future. These visits are always very thorough and informative with clear choices to be made with supporting evidence. You have proved to be a knowledgeable and thoughtful Financial Advisor providing the best guidance which has been tailored to our personal financial needs and requirements. When in need of funds you have made that happen quickly without any frustrations caused to us, the money has appeared in our accounts with a clear audit trail recorded. We hope to be able to use your services for many years to come and would recommend you to all our friends and family as someone they could trust and involve in their financial affairs. "

Looking to Improve Your Financial Know-How?

Sign up for the True Potential Centre for Public Understanding of Finance free online courses today.

Sign up Now