Sean McDevitt - Financial Adviser
As a partner with True Potential Wealth Management based in Southport, I’m committed to delivering a professional service that is differentiated in today’s turbulent markets, providing my clients across the North West and beyond with better value and choice, using a very unique and modern advisory process.
With over 35 years experience in Wealth Management, I have developed many lifelong relationships helping individuals to reach their financial objective and secure their financial futures and their families through the breadth of wealth management and financial planning services that I offer.
I provide a wealth of knowledge and expertise in all of the main financial planning areas, with particular experience and qualifications in investments and inheritance tax planning, together with the complex and technical area of pensions and retirement options.
I firmly believe in delivering honest and open advice to my clients, which is unbiased and relevant to whatever their needs may be, so they receive the right service at the right time. Recognising that everyone’s personal situations are unique,I will take the time to get to know you and what’s important to you, and through the use of thorough analytical processes, together with award-winning technology, I can provide straightforward transparent advice in a simple and convenient way.
As a result, you will be better informed, confident and empowered to reach your financial goals. If you would like a free no obligation meeting, please contact me either on 01704 509800 or firstname.lastname@example.org. I look forward to hearing from you.