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

  • All of UK

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

  • 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.

My clients say...

Ben Mulroney - Financial Adviser

"I have been fortunate enough to become a client of Ben's in his capacity as Wealth Management Partner with True Potential LLP over the past year. I have worked in pharmaceuticals & biotech for over 23 years & therefore have multiple, differing types of pensions as well as my own property & other assets to consider. Ben has been outstanding in understanding my relatively complex wealth management needs & tailoring solutions that are specifically right for me. He has phenomenal, in depth understanding of the wealth management markets & has reassuringly allayed my concerns. Furthermore I would add that Ben goes over & above in client service & takes the time to be certain everything is clearly explained, understood & without rushing or adding pressure for snap decisions. He is always very quick to respond to requests & questions. All in all I have been greatly reassured with the options we have chosen & have much more certainty with regards to my financial future. I would unreservedly recommend Ben as a talented, highly ethical & trusted wealth management advisor "

My clients say...

Ben Mulroney - Financial Adviser

"Ben has always been most helpful to myself and my wife throughout the years we have known him. His experience and knowledge of the IFA world is second to none. We have recommended Ben to friends and family. He has become a personal friend along the way due to the support and advise he has given to all our family at all times. He has saved the family a considerable amount of money and potential tax bill. Our experience with Ben has always been very professional. He always does what he says and looks after our best interests. Nothing but positive in all our dealings with him. Highly recommended and very personal. Ben has helped us navigate our way through some very difficult and complex taxation issues and saved our family a considerable amount in the short/long term. Ben communicates very promptly and gets things done quickly to best manage your money at all times. Ben was a rock to the family when we have a family trauma a couple of years ago and became like part of our family. He was always there for us and could be relied on at all times. We can’t thank him enough. I would definitely recommend Ben. We have not met anybody else that knows more about the independent financial sector than Ben. We have in fact recommended him to friends and family and he has helped them all as well. Ben is a very valuable wealth management professional, and we can’t speak highly enough of him "

My clients say...

Ben Mulroney - Financial Adviser

"Having had a final salary pension with my previous employer, I felt the need to move this away from the control of the pension trustees and find a more tailored investment programme using a specialist financial advisor - someone that really knows my own personal financial position and can make the right recommendations for me. Ben has been absolutely fantastic and his knowledge on the financial markets and investment choices available is simply remarkable. Ben helped moved my final salary company pension into a more suitable personal plan that has seen significant growth over the last number of years. Ben's advice and guidance has totally exceeded my expectations. I cannot think of one thing that could have been done better - absolutely 1st class service all round! "

My clients say...

Ben Mulroney - Financial Adviser

"We needed help with pensions, inheritance planning and making the most of our savings. Ben was recommended by a friend. Ben is a listener and made sure he understood our circumstances in detail before advising on ISA choices, pension investments as well as wills and trusts to ensure our family will eventually benefit to the maximum extent possible. These are difficult times for investments, but we have seen minimal impact compared with other investment platforms/industry averages. Our trust in Ben was well-placed. Longer term investments are yet to reach maturity, but the outlook is optimistic. Ben takes care to keep you informed and provides detailed regular updates. His wealth of experience comes across in his pragmatic approach and his advice is honest and realistic. "