Lisa Rooney - True Potential Wealth Management LLP

Thank you Lisa for all your help and knowledge, can't recommend you enough very honest which is very rare now a days.
Apr 23rd, 2023

Great service and Im 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. Its definitely 5 stars from me !
Jan 30th, 2023

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.
Jan 26th, 2023

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
Jan 8th, 2023

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
Jan 8th, 2023