Dominic O'Connor - Financial Adviser

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, choice and results for my clients. I believe in placing clients at the centre of what I do and providing a financial planning service built on honesty, trust and integrity.

Over 19 years’ experience working in banking and financial services advising a broad range of individuals, families and businesses, I bring a wealth of knowledge and expertise. My advice covers all aspects of wealth management, including retirement planning, wealth protection, inheritance tax planning, savings and investments.

After receiving my Financial Planning Certificate and Diploma in Financial Planning from the Chartered Insurance Institute (CII), I became a qualified adviser. Since that time, I’ve continually enhanced my knowledge and expertise through industry events and formal training as well as advanced exams through both the CII and the Chartered Institute for Securities and Investments (CISI).

Managing your wealth can be complex and time-consuming. I can simplify this by addressing all aspects of your financial wellbeing, cutting through the jargon and delivering open, transparent and clear advice. Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important before providing tailored advice to help you achieve your goals.

Using True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.

I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.

Dominic O'Connor Financial Adviser

Areas Served

  • North England
  • Yorkshire
  • North West England
  • Cumbria

Dominic O'Connor - Financial Adviser

Dominic O'Connor - Financial Adviser

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, choice and results for my clients. I believe in placing clients at the centre of what I do and providing a financial planning service built on honesty, trust and integrity.

Over 19 years’ experience working in banking and financial services advising a broad range of individuals, families and businesses, I bring a wealth of knowledge and expertise. My advice covers all aspects of wealth management, including retirement planning, wealth protection, inheritance tax planning, savings and investments.

After receiving my Financial Planning Certificate and Diploma in Financial Planning from the Chartered Insurance Institute (CII), I became a qualified adviser. Since that time, I’ve continually enhanced my knowledge and expertise through industry events and formal training as well as advanced exams through both the CII and the Chartered Institute for Securities and Investments (CISI).

Managing your wealth can be complex and time-consuming. I can simplify this by addressing all aspects of your financial wellbeing, cutting through the jargon and delivering open, transparent and clear advice. Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important before providing tailored advice to help you achieve your goals.

Using True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.

I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.

Areas Served

  • North England
  • Yorkshire
  • North West England
  • Cumbria

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.

My clients say...

Dominic O'Connor - Financial Adviser

"I first came into contact with Dominic O'Connor 9 years ago-during his previous employment with a banking institute-following the death of my husband to seek professional advice to secure my future financial status. When Dominic O'Connor left the bank, having built up trust in him as a person and the advice offered, for continuity and continued good service, I enrolled with True Potential. Dominic has always been very understanding of my personal circumstances, approach to risk and offered products to suit my financial needs. Prior to my current circumstances, household finances were solely dealt with by my spouse. My understanding of products available is limited but Dominic has always fully explained in 'layman's' terms products and options to me and ensured I have understood everything prior to making any decisions. Recently, despite being on holiday with his family, Dominic was contactable (although I was unaware he was on holiday at the time of contact) and offered to resolve my query. With Dominic's help and support I have been able to achieve financial goals to date and have no doubt that my financial future is as secure as it can be during uncertain economic times."

My clients say...

Dominic O'Connor - Financial Adviser

"I have known Dominic for over 15 years, first at RBS and recently at True Potential. His guidance and support has been superb and he has made a superb transition into his new role where his advice has set me up for a solid financial position. He is trustworthy and always able to balance risk for the good of his clients. You all need his help and he does the hard work that someone needs to do even if it’s not you."

My clients say...

Dominic O'Connor - Financial Adviser

"I first came into contact with Dominic over 6 years ago when I was seeking advice on saving for my Pension and family, being self-employed. Dominic helped me set up my family pension, ISA's, and savings for my children. Every detail of the process was structured and there was never any pressure, always felt my best interest was been handled by Dominic. I have absolutely seen the outcome I was hoping for, and he is always on hand to answer any questions on already established accounts."

My clients say...

Dominic O'Connor - Financial Adviser

"I first met Dominic over 6 years ago when I was seeking advice on how to invest my NHS retirement lump sum. As part of the process Dominic completed a risk analysis and established what was best for me as a low to medium risk investor. In his recommendations, he explained all the implications in great detail. I have seen the outcome I was expecting despite the ongoing Brexit uncertainty and volatility in the market. I have no suggestions as to what could have been done better. Everything was thoroughly explained and he personalised the plan to suit my needs."