Gary Dunn - Financial Adviser

As a Financial Adviser providing specialist Pension and Investment advice across Lancashire and Preston, my aim is to help you make the right financial choices.

I offer a goal based financial planning solution which is built around your own personal situation and aspirations for the future. So if you are looking for a comfortable retirement or creating and preserving your hard earned wealth, I can work closely with you to help you achieve your financial goals.

Managing your wealth and navigating your way through the new Pension Freedom rules can be daunting and time consuming. Making a mistake here can be costly and possibly irreversible. I can help by addressing every aspect of your financial wellbeing from Investments and Insurance to Estate Planning and Taxation, whilst also offering additional opportunities.

I have been providing financial planning solutions to individuals and families across the Lancashire to help them reach their financial goals for over 22 years.

I obtained my Financial Planning Diploma from the “Institute of Financial Services” and I have the “Statement of Professional Standing” which confirms that I hold a qualification that is listed in the FCA (Financial Conduct Authority) Handbook as being appropriate for those engaged in the delivery of retail investment advice.  It also means I complete a programme of Continuing Professional Development that meets the required standards and has complied with the FCA’s Statements of Principle for Approved Persons (APER).

I am a partner within True Potential Wealth Management and through the use of their award winning technology I can provide clear and concise financial advice and access to your financial affairs at all times on your own purposely built web site.

So if you need assistance with Pension Planning, Retirement Planning, existing or new Investments. Any aspect of Protection, estate planning or taxation, please do not hesitate to contact me through my contact page or on 07990900128.

I look forward to hearing from you.

Areas Served

  • North West England

Gary Dunn - Financial Adviser

Gary Dunn - Financial Adviser

As a Financial Adviser providing specialist Pension and Investment advice across Lancashire and Preston, my aim is to help you make the right financial choices.

I offer a goal based financial planning solution which is built around your own personal situation and aspirations for the future. So if you are looking for a comfortable retirement or creating and preserving your hard earned wealth, I can work closely with you to help you achieve your financial goals.

Managing your wealth and navigating your way through the new Pension Freedom rules can be daunting and time consuming. Making a mistake here can be costly and possibly irreversible. I can help by addressing every aspect of your financial wellbeing from Investments and Insurance to Estate Planning and Taxation, whilst also offering additional opportunities.

I have been providing financial planning solutions to individuals and families across the Lancashire to help them reach their financial goals for over 22 years.

I obtained my Financial Planning Diploma from the “Institute of Financial Services” and I have the “Statement of Professional Standing” which confirms that I hold a qualification that is listed in the FCA (Financial Conduct Authority) Handbook as being appropriate for those engaged in the delivery of retail investment advice.  It also means I complete a programme of Continuing Professional Development that meets the required standards and has complied with the FCA’s Statements of Principle for Approved Persons (APER).

I am a partner within True Potential Wealth Management and through the use of their award winning technology I can provide clear and concise financial advice and access to your financial affairs at all times on your own purposely built web site.

So if you need assistance with Pension Planning, Retirement Planning, existing or new Investments. Any aspect of Protection, estate planning or taxation, please do not hesitate to contact me through my contact page or on 07990900128.

I look forward to hearing from you.

Areas Served

  • North West England

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.

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