Lisa Rooney - True Potential Wealth Management LLP

Reviews

1. Jennifer McKenna ★★★★★

   Lisa was excellent when reviewing my retirement options and made me comfortable about when this is possible. Not only did she look at my pension (which is what I had looked at) but my overall wealth including my property and other assets. All clear and information great.

   almost 3 months ago
2. Keith Stephen ★★★★★

   Lisa Rooney has been my IFA for about 6 years during some of the most disruptive events the financial market has ever experienced in such a brief period. Thankfully, Lisa has been a true professional throughout this time by providing a service that probably goes above and beyond her contracted obligations. This includes: - regular face to face contact - prompt response time to queries / communications - translating "commercial finance speak" into words that even I can understand - tailor made advice on the most appropriate course of action for my own personal circumstances - balanced and well considered funding recommendations. Her intuitive insightfulness in the finance market projects confidence and calm in an otherwise frantic industry and her personalised service provides reassurance that my funds are safe in her hands. Keith Stephen (Client)

   almost 8 months ago
3. Pat Hughes ★★★★★

   Lisa was excellent in advising me on my pension plans and options available to me, she was very knowledgeable and answered all questions in a way that was easy to understand. I would have no hesitation in recommending Lisa for Pensions & financial advice in the future.

   1 year ago

1. Tommy Mcauley ★★★★★

   Lisa helped me consolidate my pensions when I reached 55 as I needed to withdraw money.I can't recommend her enough, very professional and patient with me and my many questions. thank you

   almost 3 years ago
2. Paul Jarvie ★★★★★

   Lisa provided a clear plan to optimise our pension options in an easily understandable manner. Her friendly and professional approach have made the whole process so effortless, and she has always been available to take on our questions. We would highly recommend Lisa based on our experience where her depth of knowledge in Financial Services are hugely valuable in navigating what can be a complex journey.

   almost 3 years ago
3. John Marshall ★★★★★

   I would recommend Lisa very highly,she was very courteous and professional when I asked about my pension plans. Lisa explained things to me in a language in which I understood and made decisions very easily for me.I would have no hesitation in recommending her services.Lisa also kept in touch during the year giving reassurances about the markets ups and downs

   almost 3 years ago

1. David Reid ★★★★★

   Great service and I’m so glad I chose True Potential for my investment portfolio. Advice from my pension advisor (Lisa) is excellent and she is always available to answer any queries I may have. The True Potential App is great too and very easy to navigate your way around so you can see exactly how your fund is performing. It’s definitely 5 stars from me !

   almost 3 years ago
2. Lindsay Cunningham ★★★★★

   My wife and I were referred to Lisa by MA, the government money advice service, as we needed an IFA to transfer 3 small pensions and an occupational pension scheme. Right from the start we felt we had a champion in Lisa: she understood us, and what we wanted to achieve and smoothed our way for us. Lisa is great at making you feel comfortable, and at explaining anything you do not understand. We highly recommend her.

   almost 4 years ago

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