Roisin Ni Chonghaile
Financial Adviser with True Potential
Hi, I’m Róisín, a financial advisor based in Kenilworth, with over 25 years of experience in helping people take charge of their finances. I have attained Fellowship from the Personal Finance Society the highest achievement in this field. As a Chartered Financial Planner with True Potential Wealth Management, I’ve been helping individuals and families reach their financial goals.
I love working with a mix of clients, from young professionals just starting out to retirees wanting to make the most of their savings. My approach is all about understanding what matters to you, so I can create personalised plans for investments, retirement, and tax strategies that fit your goals...
Outside of work, you’ll often find me sailing in the Solent as a member of the HOEOCA a Midlands based offshore sailing club!! I also enjoy giving back to my community by running financial literacy workshops to help others feel more confident about managing their money. I am also on the committee for the Kenilworth Chamber of Trade.
I’m passionate about making finance accessible and relatable, and I’m here to help you navigate your financial journey with ease. Let’s work together to turn your financial dreams into reality!
I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.
- Chartered Financial Planner - Chartered Insurance Institute - 04/01/2013
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.
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.
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.
