0131 268 0099
Based in Edinburgh
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: April, 2022
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Casey is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Casey's status
Last checked: 10 May 2025
Casey is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Casey's status
6
Recent Client Reviews
Casey has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Casey has received 6 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 31 March 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
3
Qualifications Uploaded
Casey has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Casey has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Casey has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Casey has provided information on their typical fees
Casey has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
7
Positive First Impressions
86% of VouchedFor users have had a positive (4 or 5 star) first experience with Casey (based on 7 first impressions)
86% of users who are not yet clients had a positive first experience with Casey
86% of VouchedFor users have had a positive (4 or 5 star) first experience with Casey (based on 7 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Casey is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Casey's status
Last checked: 10 May 2025
Casey is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Casey's status
6
Recent Client Reviews
Casey has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Casey has received 6 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 31 March 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
3
Qualifications Uploaded
Casey has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Casey has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Casey has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Casey has provided information on their typical fees
Casey has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
7
Positive First Impressions
86% of VouchedFor users have had a positive (4 or 5 star) first experience with Casey (based on 7 first impressions)
86% of users who are not yet clients had a positive first experience with Casey
86% of VouchedFor users have had a positive (4 or 5 star) first experience with Casey (based on 7 first impressions)
Since partnering with True Potential Wealth Management in 2019, I’ve worked tirelessly to empower UK individuals to identify and reach their financial goals. My four step financial planning system has helped hundreds of senior employees/business owners gain more clarity around their financial position, earning me a spot in the Top Rated Financial Adviser Guide for 2023 & 24. See my process in more detail below. - Where are you now? I'll work with you to quantify your current position, highlight strengths and identify opportunities available to you. - Where would you like to be? With the use of True Potential’s industry-leading client-facing technology, I will work with you to set long term financial goals that are specifically relevant to your own needs and circumstances. - Are you on track? Together, we will establish whether you are currently on track to achieve your long term goals. Should we identify a shortfall, I will provide my recommendation on how to get back on track. - Ongoing support The only guarantee with a forward looking financial plan is that it'll soon be inaccurate. Not only will there be many changes in your own circumstances & goals but there will also be a plethora of changes in legislation, financial markets & industry. By meeting regularly to update your financial plan, we'll ensure you stay on track to meet your financial goals, whatever they may be and no matter how many times they change.
Offers available through VouchedFor
Contact Casey through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Casey's clients
Based on responses provided by clients who have reviewed this adviser
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Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.
Adviser Disclaimer
All Wealth Management Partners are Restricted Financial Advisers within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership. OC356611. Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time. We offer non-investment protection products (e.g., term assurance, income protection and critical illness from a range of insurers). Please remember your home or property may be repossessed if you do not keep up repayments on your mortgage. We give clients the option to pay for mortgage advice by fee rather than commission. We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers. The Financial Conduct Authority do not regulate, Will Writing, Tax Advice and Estate Planning. The guidance and/or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.