About Roisin Ni Chonghaile at True Potential

Over the past 28 years I have helped people in Kenilworth and the local areas to really make a change for the better in their lives in various financial planning need areas.
Typically a new client starts to work with myself and my team when life changes or is about to, for example at or close to retirement, when going through divorce or receiving an inheritance. We guide, plan and advise at this point and then on an ongoing basis.Experience has taught me to understand how important it is to listen to my clients in order to understand their wants and needs. However, I do believe in plain speaking and do not necessarily tell clients what they want to hear but what they sometimes need to hear.Defined Benefit (Occupational) Pension – New legislation means we offer known pricing for this area of advice and provide this in writing from outset. Our charge is 1% or £3,000 (whichever is the lower) irrespective of value, making us one of the most keenly priced in this area of advice. Our minimum transfer value is £100,000 and we have no maximum amount. A transfer value of £100,000 would mean the charge is £1,000. For £1,000,000 the charge is only £3,000.
Pensions & retirement: