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Get in touch

Wai Man Cheung

Financial Adviser with True Potential

Shaftesbury, Dorset
Get in touch
Headshot of Wai Man Cheung

I am a Wealth Management Partner with True Potential, bringing more than forty years of knowledge and experience to the field. I began my career as an independent adviser, building and running my own business, and have steadily progressed through the decades to the senior position I hold today.

Throughout my career, I have upheld one core principle: building long‑term trust by delivering the highest standards of bespoke financial advice. I work closely with individuals, entrepreneurs, and business leaders, helping them protect, grow, and pass on their wealth.

I specialise in long‑term financial planning, including retirement and pension strategies, investment planning, and intergenerational wealth management...

I am proud of the close relationships I’ve built with my clients, who value my calm and considered approach, my deep technical knowledge, and my commitment to providing clarity and stability in the financial landscape.

Qualifications
  • N/A - N/A - 16/02/2026

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.

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

Alice Grace Haine

Executive Assistant

Alice is an Executive Assistant and PA to Wai Man Cheung at True Potential. She began her career in Financial Services eight years ago, moving into the industry following a background in customer services within trade and catering organisations...

Alice brings a high level of technical knowledge and strong IT skills to her role, enabling her to support the smooth and efficient day-to-day running of a busy office. Highly organised and detail focused, she plays a key part in ensuring operations run seamlessly for both the office team and for clients.

Alongside her technical expertise, Alice is known for her excellent interpersonal skills having developed trusted, supportive relationships with clients over the years. They have come to value her professionalism, responsiveness and efficiency, and she takes pride in being a reliable point of contact and consistently delivering a high standard of service.

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 01258 830 099

How can I help you?

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