John McKeever - Financial Adviser

As a Financial Adviser with True Potential Wealth Management I am fully committed to assisting my clients to achieve their best financial future. I believe that working closely together I can help them to achieve their goals, whether that be planning for retirement, financial well being through protection, estate planning or helping to secure that first property purchase.

I work with individuals and business owners and understand that everyone’s situation, goals and financial aspirations are different. I take time to get to know you and find out what is important to you and your family and hopefully become a strong part of your support network.

Managing finances can be complex and time consuming and my aim is to make this easier for you by addressing all aspects of your financial well-being, whether it’s a worry free retirement, saving for your children’s future, running a prosperous business or leaving a legacy to your loved ones.

Through the use of True Potential’s award-winning technology I can provide straightforward and transparent advice in a simple and convenient way, giving you 24/7 online access to your complete financial affairs via a smart phone, tablet or computer. As a result, you will be better informed, confident and empowered to reach your financial goals and objectives.

I have worked in the Financial Services Industry since 1992 providing my clients with tailored recommendations to achieve their financial goals. I am committed to delivering added value and choice for my clients by providing a financial planning service that is built on long term relationships, trust and integrity. I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how this may be of benefit to you.

John McKeever Financial Adviser

Areas Served

  • North England
  • North West England

John McKeever - Financial Adviser

John McKeever - Financial Adviser

As a Financial Adviser with True Potential Wealth Management I am fully committed to assisting my clients to achieve their best financial future. I believe that working closely together I can help them to achieve their goals, whether that be planning for retirement, financial well being through protection, estate planning or helping to secure that first property purchase.

I work with individuals and business owners and understand that everyone’s situation, goals and financial aspirations are different. I take time to get to know you and find out what is important to you and your family and hopefully become a strong part of your support network.

Managing finances can be complex and time consuming and my aim is to make this easier for you by addressing all aspects of your financial well-being, whether it’s a worry free retirement, saving for your children’s future, running a prosperous business or leaving a legacy to your loved ones.

Through the use of True Potential’s award-winning technology I can provide straightforward and transparent advice in a simple and convenient way, giving you 24/7 online access to your complete financial affairs via a smart phone, tablet or computer. As a result, you will be better informed, confident and empowered to reach your financial goals and objectives.

I have worked in the Financial Services Industry since 1992 providing my clients with tailored recommendations to achieve their financial goals. I am committed to delivering added value and choice for my clients by providing a financial planning service that is built on long term relationships, trust and integrity. I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how this may be of benefit to you.

Areas Served

  • North England
  • 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.

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.

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.