Neil Dawson
Financial Adviser with True Potential
For over 20 years, I’ve been helping individuals and families reach their financial goals in and around Stoke on Trent and Staffordshire. I initially started my financial services career as a mortgage and protection advisor. After achieving my Dip PFS in Regulated Financial Planning from the CII, I became a qualified adviser and have pursued professional courses from the CII. Since that time, I’ve continually enhanced my knowledge and expertise through industry events and formal training and I am hoping to gain Chartered status in the future.
In more recent times I have been helping people facing difficulty at work where they are having to take redundancy or early retirement...
Everyone has different situations, and I will take the time to get to know you and what is important to you. I help clients of all ages and I will work with you every step of the way whether your goals are investing for the future at retirement and needing an income.
Using True Potentials award-winning technology, I am able to provide straightforward and transparent advice in a simple and convenient way, along with you being able to access your financial affairs online 24/7. As a result, you will be better informed and in a position to better meet your financial goals.
I encourage you to take the time to explore my website and discover more about my service and how you can benefit.
- DipPFS - CII - 05/09/2018
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.
