Dominic O'Connor

Financial Adviser with True Potential

Altrincham, Cheshire

A highly experienced Financial Adviser with over 23 years’ experience in the industry, 15 years in the banking sector and the past 8 years with True Potential, advising a broad range of individuals, families and businesses across all aspects of wealth management, including retirement planning, investments, wealth protection and inheritance tax planning...

Since completing the Financial Planning Certificate and Diploma in Financial Planning from the Chartered Insurance Institute (CII) and becoming a qualified Adviser, I have continually enhanced my knowledge and expertise through industry events and formal training courses and hold RQF Level 6 qualification(s) Advanced Financial Planning Process (AF5) through the Chartered Insurance (CII) and the Private Client Investment Advice and Management (PCIAM) qualification, through the Chartered Institute for Securities and Investments (CISI).

Managing your money and planning for the future can sometimes seem complex and time-consuming. I work closely with clients to understand what's important to you and what you're looking to achieve, before providing a tailored, transparent and clear advice to reach your financial goals.

Outside of work I enjoy spending time with the family, playing golf and supporting Manchester United.

Qualifications
  • AF5 Advanced Financial Planning Process - Chartered Insurance Institute - 28/06/2016
  • PCIAM Private Client Investment Advice & Management - Chartered Institute for Securities & Investment - 03/12/2015
  • Diploma in Financial Planning - Chartered Insurance Institute - 05/01/2012
  • Financial Planning Certificate - Chartered Insurance Institute - 11/06/2004
  • BA (Hons) Politics & Government - Chartered Insurance Institute - 16/07/1997

My Services

Why True Potential?

We are award winning

Our aim is to revolutionise the way wealth management is delivered. We believe that by using award winning technology to deliver financial services, we empower financial advisers and their clients to take control of their futures.

We are award winning

10 awards
10 industry awards won in 2024

Find out more

We provide innovative investments

Whether you’re aiming to pay off your mortgage, cover university fees or just grow your money our Portfolios use a pioneering approach known as Advanced Diversifications to find opportunities for growth that others can’t replicate.

We provide innovative investments

£32 billion
Invested with over 550,000 clients

Find out more

We build revolutionary technology

Our clients can check their investments 24/7 and top up anytime with impulseSave. They also get access to exclusive features like True Potential Rewards, which enables them to earn cashback from over 4,000 retailers.

We build revolutionary technology

8 million
Over 8 million logins in 2023

Find out more

Get Started

Tell me your goals

Reach your True Potential.

We all have goals in life that we would like to achieve, these can range from long term retirement plans, being able to grow your finances, or to give something to the next generation. However, the longer you wait to act, the more difficult if could be to achieve these goals.

Please get in touch and I can help put together a plan to set you on the right path to achieving your financial goals.

How can I help you?

* Indicates required fields

Client testimonials