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.