Roisin Ni Chonghaile - Financial Adviser

Everyone’s financial and life situation is unique and I keep that in mind when providing financial advice. I believe that personalised service is essential when discussing financial affairs.

I have attained Fellowship from the Personal Finance Society the highest achievement in this field. I’ve continually enhanced my knowledge and expertise through industry events and formal training. As a Chartered Financial Planner with True Potential Wealth Management, I’ve been helping individuals and families reach their financial goals.

Our initial discovery meeting focuses on learning about your personal goals. Once we have a comprehensive understanding of what you want, together we will use this to build a financial plan focused on your specific needs. It is not all about products and plans, it’s about ensuring you have the right financial tools in place to achieve your personal financial goals.

I understand my clients are in different stages of life: you might be purchasing a first home, financing a child’s post-secondary education or seeking advice in respect to retirement planning, including Defined Benefit pensions and other retirement plans.

Once your bespoke financial plan is in place, we will continue working together to review achievements against your stated goals, and ensure you are comfortable everything is moving forward according to your objectives.

On a personal level I am also very committed to giving back to my local community. I have been helping the Kenilworth Covid-19 Support group which supports local people who require assistance including prescription requests and shopping. I am a keen sailor, as a member of HOEOCA, a Midlands based offshore sailing club, I have participated in the Rolex Fastnet race and am looking to do so again.

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.

Roisin Ni Chonghaile Financial Adviser

Areas Served

  • All of UK
  • Midlands

Roisin Ni Chonghaile - Financial Adviser

Roisin Ni Chonghaile - Financial Adviser

Everyone’s financial and life situation is unique and I keep that in mind when providing financial advice. I believe that personalised service is essential when discussing financial affairs.

I have attained Fellowship from the Personal Finance Society the highest achievement in this field. I’ve continually enhanced my knowledge and expertise through industry events and formal training. As a Chartered Financial Planner with True Potential Wealth Management, I’ve been helping individuals and families reach their financial goals.

Our initial discovery meeting focuses on learning about your personal goals. Once we have a comprehensive understanding of what you want, together we will use this to build a financial plan focused on your specific needs. It is not all about products and plans, it’s about ensuring you have the right financial tools in place to achieve your personal financial goals.

I understand my clients are in different stages of life: you might be purchasing a first home, financing a child’s post-secondary education or seeking advice in respect to retirement planning, including Defined Benefit pensions and other retirement plans.

Once your bespoke financial plan is in place, we will continue working together to review achievements against your stated goals, and ensure you are comfortable everything is moving forward according to your objectives.

On a personal level I am also very committed to giving back to my local community. I have been helping the Kenilworth Covid-19 Support group which supports local people who require assistance including prescription requests and shopping. I am a keen sailor, as a member of HOEOCA, a Midlands based offshore sailing club, I have participated in the Rolex Fastnet race and am looking to do so again.

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

  • All of UK
  • Midlands

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.

Long-Term Care

As we are all living longer, planning for your later life to ensure you are comfortable is vital.  Long-term care provision can include looking after both your medical and non-medical needs, whether that’s at home, within a nursing home or an assisted living facility.

I can provide the specialist advice you need, explain your options and help develop your personal plan.