Joe O'Connor - Financial Adviser

As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.

For me, planning for your financial future is more than just a numbers game; it’s about helping you achieve your dreams and inspire you to reach the success you deserve.

It’s important to recognise that everyone’s personal situations are unique, therefore it’s essential I get to know what’s important to you.  Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I work with you every step of the way providing you with the support and guidance you need.

I appreciate managing your wealth can be complex and time-consuming. Imagine a process that can simplify your life by addressing all aspects of your financial wellbeing from investments and insurance to tax and estate planning while offering exclusive opportunities. That is what I can provide for you.

Plus, through the use of True Potential’s award-winning technology, I can provide you with straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals effectively and in a unique way.

For more than 28 years, I’ve been helping individuals and families reach their financial goals. After receiving my authorization and license from the Chartered Insurance Institute, I became a qualified adviser and have pursued professional courses from recognized professional institutions. Since that time, I’ve continually enhanced my knowledge and expertise through industry events and formal training so you can have the peace of mind you are being looked after by a fully qualified professional who cares about your successful outcome.

I’m also very committed to giving back to my local community. I’m an active member of Transformation for Veterans an organisation that looks after injured veterans.

Joe O'Connor Financial Adviser

Areas Served

  • North West England
  • South East England
  • London
  • North Wales

Reviews and Ratings for Financial adviser Joe O'Connor, Crewe

Joe O'Connor - Financial Adviser

Joe O'Connor - Financial Adviser

As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.

For me, planning for your financial future is more than just a numbers game; it’s about helping you achieve your dreams and inspire you to reach the success you deserve.

It’s important to recognise that everyone’s personal situations are unique, therefore it’s essential I get to know what’s important to you.  Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I work with you every step of the way providing you with the support and guidance you need.

I appreciate managing your wealth can be complex and time-consuming. Imagine a process that can simplify your life by addressing all aspects of your financial wellbeing from investments and insurance to tax and estate planning while offering exclusive opportunities. That is what I can provide for you.

Plus, through the use of True Potential’s award-winning technology, I can provide you with straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals effectively and in a unique way.

For more than 28 years, I’ve been helping individuals and families reach their financial goals. After receiving my authorization and license from the Chartered Insurance Institute, I became a qualified adviser and have pursued professional courses from recognized professional institutions. Since that time, I’ve continually enhanced my knowledge and expertise through industry events and formal training so you can have the peace of mind you are being looked after by a fully qualified professional who cares about your successful outcome.

I’m also very committed to giving back to my local community. I’m an active member of Transformation for Veterans an organisation that looks after injured veterans.

Areas Served

  • North West England
  • South East England
  • London
  • North Wales

Reviews and Ratings for Financial adviser Joe O'Connor, Crewe

Areas of Expertise

Investment Planning

Reliable wealth management advice and the right investment strategy are crucial to securing your financial wellbeing. If you are looking to invest for income or growth, I can provide quality advice, comprehensive solutions and ongoing service.

True Potential Investments’ carefully constructed range of risk-rated funds, including the exclusive True Potential Wealth Strategy Funds, enable you to spread your investments across a wide range of asset types and fund manager styles to create a personal, diversified portfolio solution.

As a client, you will also have 24/7 access to your investments on your personal client site and the ability to top up on-the-go with True Potential’s world-first impulseSave® technology.

Retirement Planning

Regardless of where you are in life, it is important to receive expert and professional advice on your retirement plans and requirements.

Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and access to world-class investment funds. Plus, I can ensure that you are taking full advantage of new pension freedoms.

In addition, our unique True Potential One® life planning tool helps you manage both the accumulation and drawdown phases of your retirement.

Protection

Protecting you and your family from unforeseen circumstances is essential now, and in the years to come.  I can provide protection cover in the various forms of life, critical illness and disability solutions as well as guidance on Inheritance Tax.

Mortgages & Borrowing

A mortgage is one of the biggest financial commitments you are likely to make in your lifetime. So, if you are a first time buyer or have a property portfolio, having the right mortgage can save you thousands of pounds. With the vast array of products and lenders, I can provide the specialist advice you need.

I offer clients the option to pay for mortgage advice by fee rather than commission.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Long-Term Care

As we are all living longer, planning for your later life to ensure you are comfortable is vital.  Long-term care provision can include looking after both your medical and non-medical needs, whether that’s at home, within a nursing home or an assisted living facility.

I can provide the specialist advice you need, explain your options and help develop your personal plan.

Equity Release

Equity release is a means of releasing a tax-free lump sum from the equity locked in your home.

There are typically no monthly repayments to make. The money can be used in many ways, including assisting with the costs of living, helping grandchildren onto the property ladder, making home improvements or even travelling and seeing the world.

I can provide the specialist advice you need and explain your options.

Lifetime mortgages are complex products. To understand the features and risks, please ask for a personalised illustration.

My clients say...

Joe O'Connor - Financial Adviser

"Dear Joe I would like to express my appreciation for the strategic financial advice, particularly this year (2013). With so many conflicting views from the media, the so called consultants and experts, it is difficult to see a clear vision for investment purposes. Your involvement has been invaluable. Thank you "

My clients say...

Joe O'Connor - Financial Adviser

"Joe's approach is refreshingly different, he thinks outside the box! Joe has come up with some great ideas which have helped in developing an investment strategy aligned with my attitude to risk. "

My clients say...

Joe O'Connor - Financial Adviser

"I approached Joe because I needed a good shepherd to monitor and care for my 20 years plus of investments. Joe was immensely helpful and proactive: associated with True Potential technology the investment process and organisation seems to show a lot of expertise and he also has access to some top funds. I am very pleased with the progress of the investments. Joe is very helpful in keeping an eye on my pension situation too as my wife and I are closer to retirement these days. My wife and I are both very busy medical practitioners, at work and with other social commitments so meeting up with Joe is always tircky. He is very patient and often messages us both about this so we meet at a mutually convenient time which is invaluable. "

My clients say...

Joe O'Connor - Financial Adviser

"With a busy professional career I needed someone I could trust to look after my financial affairs and best interests. So I was recommended to Joe After conducting and initial review and helping me create the robust financial strategy I needed. I am easily able to keep track of my financial affairs using the online financial system 24/7 Joe provides. Joe is always available to help when needed which is excellent. The other good thing is the way in which I can adapt my financial goals as and when needed. Joe also deals with my wife’s company pension scheme. I am happy to refer Joe to my friends and work colleagues. Currently I am extremely pleased with the outcome. In fact my planning is ahead of the curve and I know that utilising Joe’s knowledge is always helpful. The service I received is great and fits in with my busy lifestyle. "

My clients say...

Joe O'Connor - Financial Adviser

"With my company growing, I needed to meet regulatory requirements and source pensions for my staff. Joe talked me through the benefits of having a flexible company pension and the pension he introduced me to was superior to the others that I had looked at. Joe also made the process really easy. My staff were also pleased with product as they are able to see what value their pensions will have in the future with the software the company provides. I’m pleased with the outcome I have achieved. "

My clients say...

Joe O'Connor - Financial Adviser

"I worked in the NHS for 30 years and left to pursue charitable work. On leaving I needed financial advice regarding my investments and savings to secure my future. I also needed to review my NHS Pension and consider a strategy for Inheritance Tax Planning. Joe helped me by reviewing my financial circumstances at the time and put in place a great strategy which has really helped me and given me peace of mind. Joe provides me with regular reviews and is available if I need him in between times. I most definitely achieved the outcome I wanted. "

My clients say...

Joe O'Connor - Financial Adviser

"Investments and Pensions are such a large and complex area requiring professional expertise and long standing experience and I needed to find someone who could help and advise my clients. Joe was able to put into simple terms what seemed initially a complex and difficult area of knowledge. With his help I was able to evaluate my options and implement a strategy for the future. At this moment in time all seems to be going well and I see no reason to think that it will not continue to do so. "

My clients say...

Joe O'Connor - Financial Adviser

"I originally came to Joe after winning a significant sum of money on the Lottery. Some years later I transferred my company pension scheme which was inflexible into a plan which I can now totally control. This means I can take the benefits at a time convenient to me. Plus Because I am single instead of any pension benefits ceasing on my demise. I can decide who benefits from my pension fund. Joe conducted a full analysis of my situation to ensure I utilised all my tax allowances. He also invested my money which fully supports my attitude to investment risk and explains the investment strategies in a way that is understandable and precise. Yes most definitely. In fact my expectations have been exceeded and Joe always goes the extra mile to help me achieve my goals and provides regular reviews to keep me on target. "

My clients say...

Joe O'Connor - Financial Adviser

"I approached Joe to gain advice and have the opportunity to ask some basic questions to a professional. Joe was very adept at understanding my requirement fully and offered additional detail that I hadn't even thought about - so all in all it was a complete and thorough guidance. I achieved my desired income because it has allowed me to make plans and investments for my future Joe did a great job – I wasn't rushed in any manner and he allowed me to digest the information and offered further advise when needed. Thanks Joe - really appreciated your advice and assistance. "

My clients say...

Joe O'Connor - Financial Adviser

"Hi Joe I thought I’d contact you to say thank you for spending time with me to review my current spending patterns and how best to restructure my family spending patterns and credit card usage. Since having our chat and you providing some very useful information it feels like a massive weight has been lifted. As a consequence I have discussed with my wife Sam how we can repay our credit card debt quickly and reduce the interest significantly. I also want you to help me review the financial strategy for my business too. Therefore please let me know when you are available for us to meet. Regards Dean Lomas "

My clients say...

Joe O'Connor - Financial Adviser

"The experience i have received since speaking with your company i would rank a 10. You have treated me with respect , understanding and have listened to my situation . This is why i have instructed you to deal with this on my behalf."

My clients say...

Joe O'Connor - Financial Adviser

"I approached Joe to become more knowledgeable of my finances and become closer to retirement. Joe provided valuable information. I have definitely seen the outcome I was hoping for. There is nothing Joe could have done better, great all round service"

My clients say...

Joe O'Connor - Financial Adviser

"I came to Joe to sort our pension details out. I have seen the outcome I was hoping for and we appreciated all of the hard work he did for us on our behalf, thanks Jo."

My clients say...

Joe O'Connor - Financial Adviser

"Due to my financial circumstances I required help with investments. Joe advised me on where to invest my savings but also provided advice regarding property and letting which has resulted in an additional income. This is the outcome I was hoping for."

My clients say...

Joe O'Connor - Financial Adviser

"I needed a financial adviser for help with my pension. Joe sorted all of the details out for my pension. I have seen the outcome I was hoping for and Joe could not have done any better."

My clients say...

Joe O'Connor - Financial Adviser

"I approached Joe due to my redundancy. He gave me good advice on a number of subjects over the years. I have seen the outcome I was hoping for in my mortgages, pensions, and insurance plans. My long term investments are still ongoing but are doing well at the moment. I can't think of anything that Joe could have done better."

My clients say...

Joe O'Connor - Financial Adviser

"I have Known Joe O'Connor for a long time as a Financial Advisor. Joe helps me as he actions my requests promptly and I have seen the outcome I was hoping for. I am happy with Joe's services."

My clients say...

Joe O'Connor - Financial Adviser

"I approached Joe as I needed advice on retirement annuities with options and date of drawing pension possibly amending the date. Map out all pensions I have since started over 30 years ago. Joe discussed the details with help of his laptop and forms to be filled. Home visit. "

My clients say...

Joe O'Connor - Financial Adviser

"When I became a widow in 2001, it was my husband's wish for me to get a financial adviser. I selected Joe and have been with him ever since. He gives me good advice. I have seen the outcome I was hoping for and I am happy with Joe O'Connor, he could not have done better."

My clients say...

Joe O'Connor - Financial Adviser

"When my Husband died I needed help from Joe to invest the money I inherited,I had no idea as I had never been in the situation before. Joe sorted all the investments for me, he continues to be of help to me. I have always been pleased with the outcome. Joe should not be too much of a cheapskate,when I ask for cash for a certain project or item he always tries to have me buy a cheaper version."

My clients say...

Joe O'Connor - Financial Adviser

"I was made redundant after 23 years and received a decent amount for my services. That is when I approached Joe and asked for his advice. He has helped greatly in all my finances in savings and investments etc. The outcome l hoped for has exceeded all my expectations, my financial position at the moment is sound. Joe could not have done any better."

My clients say...

Joe O'Connor - Financial Adviser

"I approached Joe to find out about what more could be done with my finances. Joe sorted things out and guided me. I have seen some of the outcome I was hoping for but expect more to come. Joe could have done nothing better."

My clients say...

Joe O'Connor - Financial Adviser

"I looked for a financial adviser to aid with my pension before I retired. Joe sorted my pension and I have seen the outcome I was hoping for. Joe could not have done anything better."

My clients say...

Joe O'Connor - Financial Adviser

"Due to difficulties with a property portfolio coming out of its term , Joe was recommended to me by a friend. First he listened and found out what outcome would I be looking for. From then on Joe came up with possible solutions that first gave me new hope in what seemed a very difficult situation and also highlighted to me that all was not lost. The strategy he put together gave me breathing space and the knowledge I Had someone in my corner who not only looked outside the box,but also I felt sure he was on my side. Joe displayed care ,compassion and massive professional credibility to take the pressure of me and allowed me to get on with other business. Whilst still ongoing, the situation no longer weighs me down knowing that in Jo I have a man that can and will stand his ground on my behalf. Up to the present time Jo has been invaluable to me and my family, i would highly recommend him to anyone who needs guidance in financial matters as someone who goes the extra mile and delivers."

My clients say...

Joe O'Connor - Financial Adviser

"I sought a financial adviser to help with my pension for retirement. Joe sorted my pension out for me. I haven't retired so haven't seen any outcome yet. Joe could not have done anything better."

My clients say...

Joe O'Connor - Financial Adviser

"I came to Joe to sort out my finances. Joe is giving me ongoing help."

My clients say...

Joe O'Connor - Financial Adviser

"I came to Joe as I was looking for investments, he helped me with different kinds. I have seen the outcome I was looking for and I am happy with Joe as a financial adviser."

My clients say...

Joe O'Connor - Financial Adviser

"I had numerous investments and was seeking to make best use of my money for both retirement security and inheritance for my children.Joe O'Connor listened and then undertook a financial attitude to risk analysis.He put me in touch with a large number of investment companies and gave me the opportunity to on-line access to my investments. I am looking for long term gains so it is too soon to tell if I have reached the outcome I was looking for. I was paying a large monthly fee with little idea of what this was supposed to cover for "Gold Service.""