Adam Mccarthy - Financial Adviser

As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.

For me, planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from investments and insurance to tax and estate planning while offering exclusive opportunities.

Plus, through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.

For more than 10 years, I’ve been helping individuals and families reach their financial goals Originally from a banking Background with Lloyds and then an Independent Financial Adviser before becoming a  restricted Wealth Management Partner with True Potential LLP.

After receiving my DipFa and CeMap Qualifications from the London Institute Of Banking and Finance, I became a qualified adviser and since that time, I’ve continually enhanced my knowledge and expertise through industry events and formal training.

I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.

Areas Served

  • East Wales
  • South Wales
  • West Wales

Adam Mccarthy - Financial Adviser

Adam Mccarthy - Financial Adviser

As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.

For me, planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from investments and insurance to tax and estate planning while offering exclusive opportunities.

Plus, through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.

For more than 10 years, I’ve been helping individuals and families reach their financial goals Originally from a banking Background with Lloyds and then an Independent Financial Adviser before becoming a  restricted Wealth Management Partner with True Potential LLP.

After receiving my DipFa and CeMap Qualifications from the London Institute Of Banking and Finance, I became a qualified adviser and since that time, I’ve continually enhanced my knowledge and expertise through industry events and formal training.

I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.

Areas Served

  • East Wales
  • South Wales
  • West Wales

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...

Adam Mccarthy - Financial Adviser

"Adam came to speak with me about my overall financial situation which was quite complex. He made things very simple and easy to understand , I am now in a position where I completely understand where I am and where i am heading. We review this together on a regular basis and he is constantly in touch , If you have any financial issues you do not understand he is the man to speak to I cannot recommend him highly enough"

My clients say...

Adam Mccarthy - Financial Adviser

"Testimonial for Adam McCarthy, Adam Mccarthy is my nephew, the eldest son of my late brother John. Six months ago my wife and I decided that we were going to repatriate back to the UK from Cyprus where we had lived in our own apartment for the last 9 years but unfortunately we had lost approximately 50% of the value of our apartment which meant that we did not have enough money to purchase again outright. We were moving back to Northern Ireland where my wife's family lived and had to consider renting for the rest of our lives, at our age (my wife is 66 and I am 69) we thought no mortgage company would furnish us a mortgage. I decided to give Adam a call just to ask his advice on certain financial matters and happened to mention to him about our plans. He asked me what our financial status was and I said apart from the residual monies from the sale of our apartment we only had a small military pension plus our state pensions. He told me to give him 24 hours because he believed that he would be able to find a company that would offer us a mortgage, albeit possibly over 10 or 12 years due to our advance age. Within that 24 hours he came back to us with the name of 4 companies willing to give us an offer and he was in favour of one of them. Suffice it to say that within a month this company agreed in principle for a mortgage up to £60k and within the next 4 weeks we had put an offer in on a 3 bedroomed property with garden and garage which was accepted. We are now ensconced in our own property thanks to the shear dedication and tenacity of Adam, his knowledge of the markets is exemplary and with his lively character he exudes confidence in what he is doing. If he says it can be done he can be relied upon to achieve what he says. Without his sound financial advice my wife and I would be paying an exorbitant price in the rental market, much more than what we are paying for our mortgage. Even though Adam is my nephew I believe that he treats every possible client with the same personal dedication that he has shown us. Thank you Adam for an excellent job well done and we are forever grateful. David James McCarthy Ballyhalbert, Co Down"

My clients say...

Adam Mccarthy - Financial Adviser

"Adam came to see me to help me plan towards my retirement , I hadn’t a clue what position I was in and I found the reports they sent each year baffling , Adam came and solved the financial puzzle I am now aware of where I am and where I am going I can now head into retirement without my head in my hands Aliza Lamprey "

My clients say...

Adam Mccarthy - Financial Adviser

"I first met Adam McCarthy as a consequence of looking to secure the services of a professional, who would make the process of understanding the options that are available, to clearly understand the process of transferring my private pension benefits to a service that would be reliable and secure, with the aim of enabling the best investment option/s to work for me. I have found Adam, to be highly professional and diligent, in carrying out his service in my best interests. I would highly recommend Adam to anyone looking to secure such a service, he has always been courteous, friendly, professional and diligent when acting in his role as a professional advisor in this regard and always in my best interests. Adam is a credit to the financial services industry, trustworthy and reliable when carrying out his professional duties on behalf of myself as his client, he comes highly recommended, a reflection of his service as a financial advisor. "

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