Nick Cassidy

Nick Cassidy

True Potential Wealth Management LLP

Minimum savings/pensions: Over £100,000

0330 038 8939
Based in Nelson
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Verified since: August, 2023

5 out of 5

14 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 26 April 2025

    Nick is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Nick's status

  • 1

    Recent Client Reviews

    Verified reviews: 100%

    Nick has received 1 client review in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 20 February 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

    3 qualification certificates available to view

    Nick has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

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Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 26 April 2025

    Nick is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Nick's status

  • 1

    Recent Client Reviews

    Verified reviews: 100%

    Nick has received 1 client review in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 20 February 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

    3 qualification certificates available to view

    Nick has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Nick has not yet added their fees to their profile

Hello and welcome to my VouchedFor profile. Formerly a solicitor, I decided to make a career move into Financial Services and am extremely proud to be a part of the national financial services group, True Potential Wealth Management LLP. I have been a fully qualified Financial Planner since 2020 and work with a number of clients, across all walks of life, advising and guiding them through the complexities of their pensions and investments. I specialise in pension transfers from Defined Benefit and Defined Contribution plans, pension & divorce cases, and provide retirement planning and investment advice, in accordance with goals, objectives, tax status and attitude to investment risk. I would be delighted to have a free, no-obligation chat with you if you are in need of expert financial advice, delivered in a simple, jargon-free way, that will empower you to make informed financial decisions. My interests include rugby, having played national league rugby, football, painting and writing, music and trips with my partner and dog, in our camper van! Please do get in touch with any aspect of your financial and retirement planning needs. I very much look forward to meeting with you.

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£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).

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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.