Eamon Fallon
DipPFS CeMap
Financial Adviser with True Potential
I’ve been helping individuals achieve their financial goals for over 30 years. Following 19 years as a Financial Adviser with Lloyds TSB, I joined True Potential Wealth Management in 2013.
Throughout my career, my focus has always been on delivering exceptional client service and building long-lasting relationships based on trust and transparency.
As a Financial Adviser with True Potential Wealth Management LLP—part of the highly successful True Potential group—I’m dedicated to offering clients greater value, choice, and clarity. By helping you grow and preserve your capital, I aim to ensure you have the right money, in the right place, at the right time.
I understand that everyone’s financial situation is unique...
That’s why I take the time to get to know you, your priorities, and your long-term aspirations. With the support of our award-winning technology, I’m able to provide clear, personalised advice in a simple and convenient way.
The result? You’ll be more informed, more confident, and better equipped to reach your financial goals.
- DipPFS - Personal Finance Society/Chartered Insurance Institute - 20/12/2012
- CeMap - Chartered Insurance Institute - 18/07/2012
Investment & Savings
I can review your investment and savings accounts, and create a bespoke financial plan that you’ll be able to track 24/7
with award-winning technology.
Retirement & Pensions
Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and can ensure that you are taking full advantage of new pension freedoms.
Protection
I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
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 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 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.
