Lisa Rooney - True Potential Wealth Management LLP
35 Accord Crescent, Renfrewshire, United Kingdom
About Lisa Rooney - True Potential Wealth Management LLP
Welcome to Lisa Rooney - True Potential Wealth Management LLP, a leading institution in the finance industry located at 35 Accord Cres, Paisley PA2 7DZ in the United Kingdom. We pride ourselves on being a trusted establishment with a proven track record of delivering excellent wealth management solutions to our clients.
At Lisa Rooney - True Potential Wealth Management LLP, we understand that every client's financial situation is unique. Therefore, we offer tailored financial solutions that are customized to meet the specific needs of each client. Our team of experienced financial experts is committed to providing comprehensive financial advice to help our clients achieve their financial goals and aspirations.
As a point of interest in Paisley, we have established ourselves as a reliable and approachable financial institution that prioritizes client satisfaction. We specialize in a wide range of financial management services, including investment planning, retirement planning, inheritance tax planning, and more.
Our ethos is to empower our clients to take control of their finances and achieve financial freedom. We are dedicated to educating our clients on the strategies and tools they need to navigate the complex world of finance confidently.
As a forward-thinking establishment, we use the latest technology and tools to provide our clients with the most up-to-date financial advice possible. We are committed to continually developing our expertise to provide the highest level of excellence in all aspects of financial management.
In summary, if you are looking for a reputable financial institution in Paisley that can offer personalized financial solutions designed to help you achieve your unique financial objectives, look no further than Lisa Rooney - True Potential Wealth Management LLP. Contact us today to schedule your no-obligation consultation.
Photos of Lisa Rooney - True Potential Wealth Management LLP
35 Accord Cres, Paisley PA2 7DZ, United Kingdom
Opening hours of Lisa Rooney - True Potential Wealth Management LLP
Monday:
09:00 - 19:00
Tuesday:
09:00 - 19:00
Wednesday:
09:00 - 19:00
Thursday:
09:00 - 19:00
Friday:
09:00 - 19:00
Saturday:
09:00 - 12:30
Sunday:
Day off
Reviews of Lisa Rooney - True Potential Wealth Management LLP
"Lisa helped me consolidate my pensions when I reached 55 as I needed to withdraw money.I can't recommend her enough, very professional and patient with me and my many questions. thank you"
"Lisa provided a clear plan to optimise our pension options in an easily understandable manner. Her friendly and professional approach have made the whole process so effortless, and she has always been available to take on our questions. We would highly recommend Lisa based on our experience where her depth of knowledge in Financial Services are hugely valuable in navigating what can be a complex journey."
"I would recommend Lisa very highly,she was very courteous and professional when I asked about my pension plans. Lisa explained things to me in a language in which I understood and made decisions very easily for me.I would have no hesitation in recommending her services.Lisa also kept in touch during the year giving reassurances about the markets ups and downs"
"Great service and I’m so glad I chose True Potential for my investment portfolio. Advice from my pension advisor (Lisa) is excellent and she is always available to answer any queries I may have. The True Potential App is great too and very easy to navigate your way around so you can see exactly how your fund is performing. It’s definitely 5 stars from me !"
"My wife and I were referred to Lisa by MA, the government money advice service, as we needed an IFA to transfer 3 small pensions and an occupational pension scheme. Right from the start we felt we had a champion in Lisa: she understood us, and what we wanted to achieve and smoothed our way for us. Lisa is great at making you feel comfortable, and at explaining anything you do not understand. We highly recommend her."
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