Dave McManus
DipFA
Financial Adviser with True Potential
With over 20 years of expertise in helping individuals and families achieve their financial goals, I provide comprehensive financial planning services that address retirement planning, investment strategies and estate planning.
With a passion for educating clients and helping them navigate the complexities of personal finance, I take a holistic approach to wealth management, ensuring that each financial plan is tailored to the unique needs and aspirations of my clients. I work closely with clients to identify their goals, build investment portfolios and guide them through market fluctuations and their changing financial circumstances...
I'm dedicated to providing transparent advice and building long-term relationships based on trust and mutual respect. Outside of work, I'm an avid traveller and enjoy many outdoor activities, especially golf!
- Diploma for Financial Advisers (dipFA) - LIBF - 10/11/2011
- (J10) Discretionary investment management - Chartered Insurance Institute (CII) - 01/08/2020
- (J12) Securities advice and dealing - Chartered Insurance Institute (CII) - 01/08/2020
- Financial Planning in Retirement - LIBF - 17/01/2025
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.
