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

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

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. "

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