Kieran O'Brien
DipFA
Financial Adviser with True Potential
Having worked as a paraplanner in the industry for over 10 years, I am now a level 4 fully qualified financial adviser, committed to providing a high level of service to my clients. I will offer you support that is valuable, affordable, and tailored to suit your current and future plans. I will take the time to understand what is important to you and make the advice process simple and worry-free. I will create a financial plan that’s personal to you and designed to help you reach your long-term goals. With our ongoing advice service, we’ll check in with you at least once a year to review your progress, plus we’re here for you whenever you want to talk...
True Potential Wealth Management is one of the largest providers of financial advice in the UK, offering strength and security for your investments. Focus is on providing value for clients with award winning technology, and believe it is essential that you know how your investments are performing and have the power to act to reach your goals. The award-winning technology gives you 24/7 access to review and top up your investments, see your whole financial life in one place and securely get in touch whenever suits you.
- Level 4 Diploma in Financial Advice - London Institute of Banking and Finance - 24/11/2023
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.
