Darren O'Neill
APFS Certs CII (MP & ER)
Financial Adviser with True Potential
I am a Chartered Financial Planner with over 30 years financial services experience, my main specialism is providing retirement funding and income at retirement advice solutions for individuals and companies.
My commitment to excellence in my profession has earned me various subject awards in specialist areas of taxation and pensions.
My expertise lies in my reliability to uphold professional standards under the Chartered Code and to use this specialist knowledge to provide the best outcome to help my clients achieve their retirement goals.
Outside of work my interests include DIY and restoration projects using Farrow & Ball paint applications...
I believe you have to use the best tools and materials to get a good result !
I swim regularly and have competed in swim endurance events in the UK and Europe.
I am a member of the ambassador programme with ZONE3 - a leading UK based triathlon and swimwear brand.
- Advance Diploma in Financial Planning - The Chartered Insurance Institute - 20/04/2018
- Chartered Financial Planner - The Chartered Insurance Institute - 20/04/2018
- Certificate In Equity Release - The Chartered Insurance Institute - 28/09/2016
- Certificate Member of the Society of Mortgage Professionals - Society of Mortgage Professionals - 21/09/2016
- Award In Pensions Update - The Chartered Insurance Institute - 02/09/2015
- Award In Long Term Care Insurance - The Chartered Insurance Institute - 10/11/2006
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.
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.
