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Get in touch

Peter Dickinson

Dip PFS

Financial Adviser with True Potential

Liverpool, Merseyside
Get in touch
Headshot of Peter Dickinson

I have worked in financial services for over 40 years and provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.

My advice covers all areas of wealth management, including, retirement planning, wealth protection, savings and investment planning, estate planning.

If you would like more information please contact me about the services I provide.

As Principal of a Wealth Management practice based in Liverpool my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years...

I am passionate about my city, my football team and have worked on a local children's charity board, as well as having been a committee member for 19 years helping local and national charities.

Qualifications
  • Diploma in regulated Financial Planning - CII - 30/09/1994

My Services

Investment & Savings

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

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.

Inheritance, Estates & Tax

Inheritance, Estates & Tax

I can review all your accounts and create a bespoke plan that makes the most of your tax allowances and maximises the amount your beneficiaries can inherit.

Mortgages & Borrowing

Mortgages & Borrowing

Whether you are a first-time buyer or have a property portfolio, with the vast array of products and lenders, I can provide the specialist advice you need.

Protection

Protection

I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.

My Team

Amanda Sullivan

Practice Manager

I have worked in the Financial Services Industry for over 37 years, starting at Allied Dunbar, Zurich, IFA and Peter Dickinson Wealth Management Ltd for the past 13 years.

I enjoy spending my time with my children and grandchild as well as reading walking and travel with my husband.

Kathryn Dickinson

Wealth Management Patner

I provide advice to individuals, families and business owners at any age or life stage to help you take control of your money and future, to change your life and the lives of those you love...

I support you to define your goals, make effective use of your tax allowances, and reassure you through any unexpected life events. Whether that be saving for your future, working towards your retirement or simply protecting your wealth, I am here to provide holistic, personalised financial planning to help build and secure the future you want.

Peter Dickinson Wealth Management Ltd is a family run business with over 50 years combined experience in the financial services sector. Both Dad and I pride ourselves on giving trusted advice that is clear, efficient and straightforward to build long standing relationships and to ensure your money works harder for you.

We are based in Liverpool City Centre but we are available to travel and also offer virtual meetings to suit your schedule. If you would like more information please visit our website to find out more about the services we provide.

When I'm not working, I enjoy going to the gym and reformer pilates, watching football and spending quality time with my little girl, Orla.

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

20 awards
20 industry awards won in 2025

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

£37 billion
Invested with over 600,000 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

10 million
Over 10 million logins in 2025

Find out more

Get Started

Get in touch

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.

Call me on 0151 705 9011

How can I help you?

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