Thomas Dalton

Thomas Dalton

True Potential Wealth Management LLP

Minimum savings/pensions: Any amount

Unavailable for contact through VouchedFor

Based in Preston
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Verified since: June, 2023

4.9 out of 5

98 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 29 July 2026

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

  • 17

    Recent Client Reviews

    Verified reviews: 100%

    Thomas has received 17 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 05 August 2026

    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.

  • Qualifications Uploaded

    Qualifications not yet added

    Thomas has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Thomas has not yet added their fees to their profile

  • 6

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Thomas

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Thomas (based on 6 first impressions)

About

As a Financial Adviser with True Potential Wealth Management, part of the successful True Potential Group, I am committed to delivering better value, choice and results for my clients. With over 10 years experience helping individuals and families reach their financial goals, I offer a wealth of knowledge and expertise. I provide advice on Savings and Investments, Retirement Planning and Protection. I take the time to get to know my clients and find out what’s important to them. With this knowledge, I can produce a financial plan focused on a client’s goals, taking into account their personal situation. In addition, through the use of True Potential’s award-winning technology, I can deliver straightforward and transparent advice in a simple and convenient way. My clients are empowered to take control of their futures and have access to monitor their finances 24/7 online and via tablet or smartphone. As a result, they have the potential to reach their financial goals faster. Investments - We offer advice on limited types of Products. Primarily, we will advise you on Strategy Funds and the tax wrappers held on the True Potential Investments Wealth Platform. If the Platform does not have a product to meet your needs, we will broaden our research to other companies with products not available on the True Potential Wealth Platform. You may ask us for a list of those companies. Thomas Dalton is a Restricted Financial Adviser 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, critical illness and buildings, and contents from a range of insurers.