Nick Cassidy - Financial Adviser

I am a dual qualified financial adviser and practising solicitor. I joined True Potential Wealth Management as a Wealth Partner in 2021.

My aim is to build long term relationships with my clients and provide financial advice in a transparent manner. Recognising that everyone’s personal situations are unique and varied, I will take time to get to know you and your financial goals.

With private and corporate clients across the UK, I am able to interact with clients face to face, online or through True Potential’s award winning technology, which allows client’s 24/7 online access to their complete financial affairs.

True Potential Wealth Management is part of the successful True Potential group of companies. Winners at the European Business Awards 2016/2017 & 2017/2018, we offer wealth management services to private clients, trustees and businesses throughout the UK. As one of the UK’s most innovative financial services organisations, True Potential’s technology assists me to provide straightforward advice in a simple, convenient and efficient way.

With over 16,000 investment options available, including a complete range of risk-rated strategies from leading fund managers and a fully integrated system that streamlines the investment process, we offer a truly revolutionary way to conduct financial affairs.

I offer an initial meeting without cost and without time limit at your convenience.

In my free time, I’m an avid sports fan and previously played national league rugby for Fylde RUFC.

Nick Cassidy Financial Adviser

Areas Served

  • All of UK

Nick Cassidy - Financial Adviser

Nick Cassidy - Financial Adviser

I am a dual qualified financial adviser and practising solicitor. I joined True Potential Wealth Management as a Wealth Partner in 2021.

My aim is to build long term relationships with my clients and provide financial advice in a transparent manner. Recognising that everyone’s personal situations are unique and varied, I will take time to get to know you and your financial goals.

With private and corporate clients across the UK, I am able to interact with clients face to face, online or through True Potential’s award winning technology, which allows client’s 24/7 online access to their complete financial affairs.

True Potential Wealth Management is part of the successful True Potential group of companies. Winners at the European Business Awards 2016/2017 & 2017/2018, we offer wealth management services to private clients, trustees and businesses throughout the UK. As one of the UK’s most innovative financial services organisations, True Potential’s technology assists me to provide straightforward advice in a simple, convenient and efficient way.

With over 16,000 investment options available, including a complete range of risk-rated strategies from leading fund managers and a fully integrated system that streamlines the investment process, we offer a truly revolutionary way to conduct financial affairs.

I offer an initial meeting without cost and without time limit at your convenience.

In my free time, I’m an avid sports fan and previously played national league rugby for Fylde RUFC.

Areas Served

  • All of UK

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.

Mortgages & Borrowing

A mortgage is one of the biggest financial commitments you are likely to make in your lifetime. So, if you are a first time buyer or have a property portfolio, having the right mortgage can save you thousands of pounds. With the vast array of products and lenders, I can provide the specialist advice you need.

I offer clients the option to pay for mortgage advice by fee rather than commission.

Your home may be repossessed if you do not keep up repayments on your mortgage.

My clients say...

Nick Cassidy - Financial Adviser

"I have known Nick professionally for a number of years. We have regularly appeared in the same courts and he is someone that I have enjoyed co-defending with. When Nick cross-qualified as a financial adviser, I had no hesitation in instructing him. He has excellent attention to detail and I want help from someone I can relate too. He is personable and the advice I have received has been pro-active and very informative. I hope to be a client for many years to come and have no hesitation in recommending Nick."

My clients say...

Nick Cassidy - Financial Adviser

"Once Nick Cassidy focused on financial advice I did not hesitate in becoming a client. As expected, he explained everything in straight forward terms and helped me with my financial planning. Those that know Nick, know he is trustworthy and as expected, all referrals have given great feedback."