Lisa Rooney - Financial Adviser

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

I have worked in the Financial Planning Industry for over 15 years and am a member with the Chartered Insurance Institute (CII) holding Dip PFS (pensions and investments) qualifications. I recognise that everyone’s personal situations are unique, I will take the time to get to know you, to help you identify what is important.

Whether it be a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, business planning or leaving a legacy for your loved ones, I am here to help.

Also, through the use of True Potential’s award-winning technology, I can provide 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.

Lisa Rooney Financial Adviser

Areas Served

  • All of UK
  • North Scotland
  • East Scotland
  • South Scotland
  • West Scotland

Lisa Rooney - Financial Adviser

Lisa Rooney - Financial Adviser

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

I have worked in the Financial Planning Industry for over 15 years and am a member with the Chartered Insurance Institute (CII) holding Dip PFS (pensions and investments) qualifications. I recognise that everyone’s personal situations are unique, I will take the time to get to know you, to help you identify what is important.

Whether it be a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, business planning or leaving a legacy for your loved ones, I am here to help.

Also, through the use of True Potential’s award-winning technology, I can provide 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.

Areas Served

  • All of UK
  • North Scotland
  • East Scotland
  • South Scotland
  • West Scotland

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.

My clients say...

Lisa Rooney - Financial Adviser

"I approached Lisa Rooney of True Potential Wealth Management for a review of my old pensions and to assess my finances for a savings plan at retirement. The evaluation of my old pensions and the clarity of the new projected pension at True Potential Wealth management produced by Lisa was excellent by the presentation acquiring values of what I had been paying into compared to what the projections that I should be in a comparison chart for the performance of transferring my pensions. I was further advised on alternative investments with the prospect by Lisa with options to balance out variation saving investments if required. I would like to thank and highly recommend Lisa Rooney to evaluate any reviews required for pensions and finance advice that you would require for future saving plans."

My clients say...

Lisa Rooney - Financial Adviser

"I recently engaged in the services of Lisa Rooney for a review of my pension arrangements. Over a couple of meetings Lisa assessed my current circumstances and we discussed my requirements with regard to me taking up partial retirement. Lisa was very easy to talk to and patient, taking time to explain what was involved in the whole process. Within a couple of weeks, a new pension plan with more flexibility was put in place and I also engaged in an annual ongoing service which means I now have the peace of mind knowing that we will meet regularly to continually review my circumstances. I certainly feel Lisa is familiar with my needs and circumstances and I will have no hesitation in recommending her services to anyone for honest and impartial advice. "