Joe O'Connor

Since starting my professional journey as a Financial Adviser back in 1988, I have helped my clients build, grow, and protect their wealth. I have also witnessed a few challenging investment periods, market crashes, and economic downturns which have presented interesting experiences. As a Partner with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering even better value and choice for my clients. For me, planning for your financial future is more than just a numbers game; it’s about helping you achieve your dreams and inspiring you to reach the success you deserve. It’s important to recognise that your personal situation is unique, therefore it’s essential I get to know what’s important to you. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business, or leaving a legacy to your loved ones or a cherished cause, I work with you every step of the way providing you with the support and guidance you need. I appreciate managing your wealth can be complex and time-consuming. Imagine a process that can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning while offering exclusive opportunities. That is what I can provide for you. Plus, through the use of True Potential’s award-winning technology, I can provide you with straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident, and empowered to reach your financial goals effectively and in a unique way. I believe Continuous Professional Development is extremely important and since first receiving my authorisation and license from the Chartered Insurance Institute, I have kept my knowledge up to date by attending formal training events from recognised professional institutions. This is so you can be confident you are being dealt with by a fully qualified professional who cares about you achieving a successful outcome. Being very committed to giving back to my local community. I’m an active supporter of Transformation for Veterans which is a charitable organisation that looks after injured veterans. As an injured veteran myself, this cause is close to my heart.