0177 229 8266
Based in Preston
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: June, 2023
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Thomas is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Thomas's status
Last checked: 29 March 2025
Thomas is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Thomas's status
28
Recent Client Reviews
Thomas has received 28 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Thomas has received 28 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
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.
Last checked: 16 December 2024
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
Thomas has not yet added their qualifications to their profile
Qualifications not yet added
Thomas has not yet added their qualifications to their profile
Transparent Fees
Thomas has not yet added their fees to their profile
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Thomas has not yet added their fees to their profile
5
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Thomas (based on 5 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 5 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Thomas is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Thomas's status
Last checked: 29 March 2025
Thomas is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Thomas's status
28
Recent Client Reviews
Thomas has received 28 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Thomas has received 28 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
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.
Last checked: 16 December 2024
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
Thomas has not yet added their qualifications to their profile
Qualifications not yet added
Thomas has not yet added their qualifications to their profile
Transparent Fees
Thomas has not yet added their fees to their profile
Fees not yet added
Thomas has not yet added their fees to their profile
5
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Thomas (based on 5 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 5 first impressions)
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
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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.