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 seanmcdevitt@tpllp.com. I look forward to hearing from you.

Areas Served

  • North West England

Sean McDevitt - Financial Adviser

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 seanmcdevitt@tpllp.com. I look forward to hearing from you.

Areas Served

  • North West England

Areas of Expertise

Investment Planning

Reliable wealth management advice and the right investment strategy are crucial to securing your financial wellbeing. If you are looking to invest for income or growth, I can provide quality advice, comprehensive solutions and ongoing service.

True Potential Investments’ carefully constructed range of risk-rated funds, including the exclusive True Potential Wealth Strategy Funds, enable you to spread your investments across a wide range of asset types and fund manager styles to create a personal, diversified portfolio solution.

As a client, you will also have 24/7 access to your investments on your personal client site and the ability to top up on-the-go with True Potential’s world-first impulseSave® technology.

Retirement Planning

Regardless of where you are in life, it is important to receive expert and professional advice on your retirement plans and requirements.

Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and access to world-class investment funds. Plus, I can ensure that you are taking full advantage of new pension freedoms.

In addition, our unique True Potential One® life planning tool helps you manage both the accumulation and drawdown phases of your retirement.

Protection

Protecting you and your family from unforeseen circumstances is essential now, and in the years to come.  I can provide protection cover in the various forms of life, critical illness and disability solutions as well as guidance on Inheritance Tax.

My clients say...

Sean McDevitt - Financial Adviser

"We are most happy with True Potential Wealth Management and the service that Sean has delivered. He understood our needs and used easy to understand language rather than technical jargon to provide a recommendation tailored to us. We are very pleased with his service levels both during the advice process and in the period since then and he surpassed our expectations and is always available for consultation."

My clients say...

Sean McDevitt - Financial Adviser

"Sean understood my needs and provided advice, support and understanding as well as a superb mixture of recommendations ever since I met him many years ago. I always tell friends that if they need help with their finances, Sean will help them just as he did for me."

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