Tell me your goals

Dale Hammond

Financial Adviser with True Potential

Lytham St Annes, Lancashire
Headshot of Dale Hammond

With over 30 years of experience providing professional financial advice, I have had the privilege of helping clients navigate the complexities of financial planning and achieve their long-term goals. For the past 11 years, I have proudly served as a Financial Adviser and Partner with the award-winning True Potential Wealth Management LLP, where I am committed to delivering exceptional service and value to my clients.

Having lived in Ansdell, Lytham St Annes for the past 19 years with my wife and daughter, I have built strong relationships within the local community and have a deep understanding of the financial needs of individuals and families in the area...

My approach is centred around understanding each client’s unique circumstances, offering bespoke advice tailored to their personal and financial objectives.

Qualifications
  • CII level 4 Diploma in Financial Planning - Chartered Insurance Institute - 18/01/2011
  • CII Financial Planning Certificate - Chartered Insurance Institute - 12/05/1997
  • Certificate in Life & Pensions - Chartered Insurance Institute - 30/07/2010
  • Certificate in Regulatory - Chartered Insurance Institute - 15/12/1994

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.

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.

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

19 awards
19 industry awards won in 2024

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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

£33 billion
Invested with over 550,000 clients

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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

8 million
Over 8 million logins in 2023

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Get Started

Tell me your goals

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 07780569674

How can I help you?

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Client testimonials

Julie

Dear Dale, I would like to thank you for your advice given at our recent meeting. I had been recommended to look on Unbiased to find an independent Financial Advisor who could help me with decisions I needed to make on my forthcoming pension...

After initially sending my email to Unbiased they sent me a email back letting me know about you. You then sent me an email to introduce yourself to which you then followed up with a phone call to arrange a meeting. I was very impressed how you were prepared to come to my home and within the week we had had our meeting. I was more than satisfied with the advice given and will most certainly recommend your financial services to my friends, family and colleagues. Thank you once again for your advice it has put my mind at rest.

Chris

I had a number of older style personal pensions and had lost my way with paperwork and was seeking advice on taking my benefits in the near future...

Dale agreed to look into the charges and retirement options on all my personal pensions at no cost to me and then formulated a retirement plan which was exactly what I wanted.