Ben Mulroney - Financial Adviser

Based in Wilmslow, Cheshire I am an award-winning financial adviser working with a wide range of clients in the local area.

I moved to Cheshire around 7 years ago following a very successful career in finance in the City of London. I started my career as a private client stockbroker before being a founding director of a fund management business. I have also worked closely with family offices and some of the largest pension funds in the UK. Following my relocation to Cheshire I re-qualified as a financial adviser.

My background gives me an additional insight and knowledge that is invaluable when advising clients on how to maximise the outcomes from their finances, particularly with regards to their pensions and investments. I am passionate about using my skills and knowledge to truly change people’s lives for the better.

Being a Partner of True Potential Wealth Management means that I can ally my skills and experience with market-leading financial software and innovative solutions. Use of this technology will give you 24/7 access to all of your finances, ensuring that you can track your goals and objectives with ease.

Whatever your financial goals or objectives are, please get in touch to discuss how I may be able to assist you. Initial consultations are held at my expense and without any obligation. I offer meetings in person and online, dependent on what suits you best.

Ben Mulroney Financial Adviser

Areas Served

  • North West England

Ben Mulroney - Financial Adviser

Ben Mulroney - Financial Adviser

Based in Wilmslow, Cheshire I am an award-winning financial adviser working with a wide range of clients in the local area.

I moved to Cheshire around 7 years ago following a very successful career in finance in the City of London. I started my career as a private client stockbroker before being a founding director of a fund management business. I have also worked closely with family offices and some of the largest pension funds in the UK. Following my relocation to Cheshire I re-qualified as a financial adviser.

My background gives me an additional insight and knowledge that is invaluable when advising clients on how to maximise the outcomes from their finances, particularly with regards to their pensions and investments. I am passionate about using my skills and knowledge to truly change people’s lives for the better.

Being a Partner of True Potential Wealth Management means that I can ally my skills and experience with market-leading financial software and innovative solutions. Use of this technology will give you 24/7 access to all of your finances, ensuring that you can track your goals and objectives with ease.

Whatever your financial goals or objectives are, please get in touch to discuss how I may be able to assist you. Initial consultations are held at my expense and without any obligation. I offer meetings in person and online, dependent on what suits you best.

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.