Gary Connolly - Financial Adviser

I have been a Partner within True Potential Wealth Management since 2009.

With over 20 years Financial Services Industry experience and the same amount of time giving financial advice to my clients, I truly believe the use of modern technology will revolutionise this industry which has been largely paper based in the past.

I deliver straightforward and transparent advice in a simple and convenient way to my clients. The True Potential Technology provides my clients with access to their investments 24/7 through their iPhone, Tablet or PC. I work very closely with my clients and they are able to reach me at all times including evenings by phone, email, text and by Secure Messages via their client site.

An innovation in the industry we call impulseSave®, this is our revolutionary, first-of-its-kind technology that helps you save your money in an instant. Simply login and invest from as little as £1, in an instant.

True Potential’s most recent accolades include being awarded ‘Best Use of Technology by an Adviser‘ and ‘Best Support Service‘ (for third year running) as well as runner up for ‘Adviser Firm of the Year‘ at the 2015 Money Marketing Awards.

Most customers come to me through recommendation of a friend or family member and they tell me about their goals. Based on these goals and the time horizons of these goals we create portfolios for them. One might be for University, one might be for retirement and one to save for a house, and we manage each of these portfolios over time to minimise risk and cost to help clients stay on track for better investments.
Our unique client portal gives you a snapshot of your total net worth and how you are progressing towards your goals.
We will advise and make a recommendation for you after we have assessed your needs. Our recommendations will be based on a comprehensive and fair analyses of the market.

Areas Served

South Manchester
Cheshire

Gary Connolly Financial Adviser

Areas Served

  • North West England

Gary Connolly - Financial Adviser

Gary Connolly - Financial Adviser

I have been a Partner within True Potential Wealth Management since 2009.

With over 20 years Financial Services Industry experience and the same amount of time giving financial advice to my clients, I truly believe the use of modern technology will revolutionise this industry which has been largely paper based in the past.

I deliver straightforward and transparent advice in a simple and convenient way to my clients. The True Potential Technology provides my clients with access to their investments 24/7 through their iPhone, Tablet or PC. I work very closely with my clients and they are able to reach me at all times including evenings by phone, email, text and by Secure Messages via their client site.

An innovation in the industry we call impulseSave®, this is our revolutionary, first-of-its-kind technology that helps you save your money in an instant. Simply login and invest from as little as £1, in an instant.

True Potential’s most recent accolades include being awarded ‘Best Use of Technology by an Adviser‘ and ‘Best Support Service‘ (for third year running) as well as runner up for ‘Adviser Firm of the Year‘ at the 2015 Money Marketing Awards.

Most customers come to me through recommendation of a friend or family member and they tell me about their goals. Based on these goals and the time horizons of these goals we create portfolios for them. One might be for University, one might be for retirement and one to save for a house, and we manage each of these portfolios over time to minimise risk and cost to help clients stay on track for better investments.
Our unique client portal gives you a snapshot of your total net worth and how you are progressing towards your goals.
We will advise and make a recommendation for you after we have assessed your needs. Our recommendations will be based on a comprehensive and fair analyses of the market.

Areas Served

South Manchester
Cheshire

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.