Thomas Dalton

Thomas Dalton

True Potential Wealth Management LLP

Minimum savings/pensions: Any amount

0177 229 8266
Based in Preston
View location

Top Rated 2025
Verified since: June, 2023

4.9 out of 5

80 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 29 March 2025

  • 28

    Recent Client Reviews

    Verified reviews: 100%

  • Restricted Financial Adviser

    Last checked: 16 December 2024

  • Qualifications Uploaded

    Qualifications not yet added

  • Transparent Fees

    Fees not yet added

  • 5

    Positive First Impressions

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

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 29 March 2025

  • 28

    Recent Client Reviews

    Verified reviews: 100%

  • Restricted Financial Adviser

    Last checked: 16 December 2024

  • Qualifications Uploaded

    Qualifications not yet added

  • Transparent Fees

    Fees not yet added

  • 5

    Positive First Impressions

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

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 9 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.

Offers available through VouchedFor

Contact Thomas 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 Thomas's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

LowAverageHighVery high

Household income

£0-30K£30-50K£50-100k£100-200K£200K+

Savings

£0-50K£50-100K£100-300K£300-500K£500K+

Clients' level of financial expertise

LowAverageHighVery high

This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.

Reviews of Thomas

Are you a client of Thomas? Write your own review
Review

by a verified client in Lancashire

6 months ago

Overall

Advice

Service

Value

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

Planning to retire and required professional financial advice for the change in circumstances.

How has Thomas Dalton helped you?

Thomas advised on the risks of our investments and the best way to maximise our finances.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

At first we struggled to see how much the whole investments were worth, but since moving to True Potential, we can clearly see the value and changes of our investments.

Review

by a verified client in Lancashire

9 months ago

Overall

Advice

Service

Value

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

We wanted to manage our funds to be financially stable upon retirement and get advice on inheritance tax.

How has Thomas Dalton helped you?

Thomas has been our financial advisor now for several years and each time our goals have changed he has reviewed and discussed new options with us. We feel extremely comfortable with Thomas and know that does his research well to provide the best advice for our needs.

Have you seen the outcome you were hoping for?

Yes we have and feel reassured that our money is working hard.

What could they have done better?

I am really not sure I can think of anything for this

Review

by a verified client in Lancashire

9 months ago

Overall

Advice

Service

Value

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

Lack of interest or contact from a High Street Bank

How has Thomas Dalton helped you?

Explained my choices clearly allowing me to make informed choices

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

unsure what more he could have done

Review

by a verified client in Lancashire

9 months ago

Overall

Advice

Service

Value

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

Some advice on shares and savings

How has Thomas Dalton helped you?

Sold shares trouble-free offered advice to suit me

Have you seen the outcome you were hoping for?

You can always hope for more but generally yes

What could they have done better?

Arranged annual visit without prompting

Review

by a verified client in Lancashire

9 months ago

Overall

Advice

Service

Value

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

We knew him before and he gave us advice then

How has Thomas Dalton helped you?

He helped us choose the best investments and gave us sound advice

Have you seen the outcome you were hoping for?

Yes he is always approachable and responds quickly to any email and query

What could they have done better?

Nothing, completely satisfied

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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.