Dean Walker - Financial Adviser

As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.

For me, planning for the financial future is more than just looking at numbers; it’s the people and goals behind the figures that matter the most.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from investments and insurance to tax and estate planning while offering exclusive opportunities.

Plus, through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.

For more than 10 years, I’ve been helping individuals and families reach their financial goals. After receiving my Diploma in Financial Planning from Chartered Insurance Institute (CII), I became a qualified adviser and have pursued further professional courses from from the CII. Since that time, I’ve continually enhanced my knowledge and expertise through industry events and formal training.

I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.

Dean Walker Financial Adviser

Areas Served

  • North West England
  • London

Dean Walker - Financial Adviser

Dean Walker - Financial Adviser

As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.

For me, planning for the financial future is more than just looking at numbers; it’s the people and goals behind the figures that matter the most.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from investments and insurance to tax and estate planning while offering exclusive opportunities.

Plus, through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.

For more than 10 years, I’ve been helping individuals and families reach their financial goals. After receiving my Diploma in Financial Planning from Chartered Insurance Institute (CII), I became a qualified adviser and have pursued further professional courses from from the CII. Since that time, I’ve continually enhanced my knowledge and expertise through industry events and formal training.

I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.

Areas Served

  • North West England
  • London

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.

My clients say...

Dean Walker - Financial Adviser

"True Potential and particularly Dean Walker take the worry out of deciding how you should manage your financial arrangements. Whether thinking about savings, pensions, mortgages, financial protection to name a few areas- you are in safe hands. Dean is always on hand to allay fears and answer my queries. He is equally keen to make sure you take the level of risk with which you feel comfortable and doesn't push you into anything more than you can or want to do. He is utterly trustworthy and explains things simply for those of us who don't have a financial background. I would recommend Dean to anyone."

My clients say...

Dean Walker - Financial Adviser

"I am happy to have found a trustworthy and approachable financial adviser and one who clearly offers excellent individual advice to meet my personal circumstances. The True Potential technology is outstanding and the service from Dean Walker is always available when required. I have no hesitation in recommending his service to friends and colleagues."

My clients say...

Dean Walker - Financial Adviser

"If anyone is looking for financial advice, I have no hesitation in recommending Dean Walker at True Potential. As well as being a friend for 25 years, Dean has been extremely helpful in establishing my pension so that I can feel confident that I will meet my retirement goals. The True Potential app allows me to keep track of my investments in relation to my goal which I find extremely useful."

My clients say...

Dean Walker - Financial Adviser

"True Potential, in the body of Dean Walker, have been extremely professional and friendly in the 3 years that I have had dealings with Dean. He is always willing to listen, offer advice and act promptly on any decisions reached. Even though I am a low risk investor, I have seen growth on my investment as a result of the help and guidance from Dean. I would, and have, recommend TP and Dean to my family, friends and colleagues. "

My clients say...

Dean Walker - Financial Adviser

"My partner and I have been dealing with Dean Walker for just over a year now and I can't recommend him enough. Dean is extremely knowledgeable, friendly and approachable. He provided us with the financial solution we were looking for after discussing our current requirements and future financial needs. Dean did not try and push any products or specific funds on to us and explained all our available options. If you are looking for an honest and enthusiastic wealth manager then Dean is the man for you."