Neil Dawson

Neil Dawson

True Potential Wealth Management LLP

Neil's reviews

Reviewed for

Insurance and Protection ( 1 )

Mortgages ( 2 )

Pensions ( 25 )

Retirement income (annuities, drawdown) ( 11 )

Investments and Savings ( 12 )

Pension Transfers - Non Specialist ( 11 )

Inheritance Planning ( 6 )

Pension Transfers - Specialist ( 4 )

Financial Planning ( 9 )

Financial Mentoring ( 1 )

Reviewers' assets

£500k+ ( 4 )

£200k - £500k ( 3 )

£100k - £200k ( 7 )

Up to £50k ( 1 )

£50k - 100k ( 2 )

Review

by a verified client in Nottinghamshire

a month ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Retirement iminent

How has Neil Dawson helped you?

Advise

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

.

Review

by a verified client in Shropshire

a month ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I reached retirement age.

How has Neil Dawson helped you?

Neil understood the pitfalls involved in the pensions I had, he then gave me all the information I needed to make the correct decision that suited my particular circumstances.

Have you seen the outcome you were hoping for?

So far things are looking positive.

What could they have done better?

I don't think he could have done any better, I know without his knowledge and experience I would made the wrong decisions.

Review

by a verified client in Durham

8 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

change of employer prompted me t update my pension to ensure I was receiving the best returns

How has Neil Dawson helped you?

clearly explained my options and helped to understand them

Have you seen the outcome you were hoping for?

Yes

Review

by a verified client in Lincolnshire

8 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Wanting to put all previous pensions into one place

How has Neil Dawson helped you?

Made things very simple to manage

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Could have done nothing more, very professional, courteous and patient

Review

by a verified client in Durham

8 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Tupee to another company

How has Neil Dawson helped you?

helped me move my pensions

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing