Gary Connolly
BSc (Hons) DipFA, CeMap
Financial Adviser with True Potential
I am a highly experienced Financial Adviser with over 30 years’ experience in the industry, including seven years working for a national insurance company. For the past 16 years, I have been with True Potential Wealth Management, advising a broad range of individuals, families and businesses on all aspects of wealth management — from retirement and investment planning to wealth protection and inheritance tax planning.
I offer an initial complimentary appointment, whether face-to-face, via online video, or by telephone.
Managing your money and planning for the future can often seem complex and time-consuming...
I work closely with my clients to understand what matters most to them and what they want to achieve, before providing bespoke, transparent advice to help them reach their financial goals.
Away from work, I enjoy spending time with my family, going on holiday, playing golf and supporting Everton FC.
- Diploma in Regulated Financial Planning - CII - 01/06/2010
- BSc (Hons) - Liverpool University - 06/09/1991
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.
