Conall Canavan - Financial Adviser

I aim to help individuals, families and businesses to reach their financial goals.

I provide advice on a face-to-face basis, personally getting to know my clients and their own unique financial needs and objectives.

Identifying and then putting a plan in place to address your goals is only the start of the process as you will receive ongoing advice and regular reviews to ensure that your plans remain on target and your dreams can be fully realised.

I provide expert and professional advice in the following areas:
• Retirement Planning – Ensure you obtain the retirement you desire.
• Investment Planning – Helping you to grow your wealth so you can fund your future plans (children’s education, wedding costs, etc.).
• Protection – Ensuring you, your family or your business won’t suffer financial hardship if death or illness should happen.
• Mortgages – Helping you buy a house or get a better deal on your current mortgage.

As a Wealth Management Partner with True Potential Wealth Management, part of the highly-successful True Potential group of companies, my clients are provided with access to True Potential’s award-winning technology. With 24/7 online access to your complete financial affairs, you will be better informed, confident and empowered to reach your financial goals.

I have almost 20 years’ experience as a financial adviser. I am a Level 4 (DipPFS) qualified adviser and a member of the Chartered Insurance Institute.

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. To discuss your needs please give me a call on 028 90947164 or send an email to conallcanavan@tpllp.com and I’ll call you back. An initial consultation is at my expense with no obligation to proceed further.

Conall Canavan Financial Adviser

Areas Served

  • Northern Ireland

Conall Canavan - Financial Adviser

Conall Canavan - Financial Adviser

I aim to help individuals, families and businesses to reach their financial goals.

I provide advice on a face-to-face basis, personally getting to know my clients and their own unique financial needs and objectives.

Identifying and then putting a plan in place to address your goals is only the start of the process as you will receive ongoing advice and regular reviews to ensure that your plans remain on target and your dreams can be fully realised.

I provide expert and professional advice in the following areas:
• Retirement Planning – Ensure you obtain the retirement you desire.
• Investment Planning – Helping you to grow your wealth so you can fund your future plans (children’s education, wedding costs, etc.).
• Protection – Ensuring you, your family or your business won’t suffer financial hardship if death or illness should happen.
• Mortgages – Helping you buy a house or get a better deal on your current mortgage.

As a Wealth Management Partner with True Potential Wealth Management, part of the highly-successful True Potential group of companies, my clients are provided with access to True Potential’s award-winning technology. With 24/7 online access to your complete financial affairs, you will be better informed, confident and empowered to reach your financial goals.

I have almost 20 years’ experience as a financial adviser. I am a Level 4 (DipPFS) qualified adviser and a member of the Chartered Insurance Institute.

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. To discuss your needs please give me a call on 028 90947164 or send an email to conallcanavan@tpllp.com and I’ll call you back. An initial consultation is at my expense with no obligation to proceed further.

Areas Served

  • Northern Ireland

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...

Conall Canavan - Financial Adviser

"Conall has been dealing with my investments over the past number of years. I have always found him to be a good listener, a good communicator, courteous and respectful in his approach. He is very knowlegeable, very well informed and up to date with current financial climates. I feel that he cares about my investments. He wants them to do well and he has guided me so that they have produced positive outcomes."

My clients say...

Conall Canavan - Financial Adviser

"Following a recommendation from a friend we decided to avail of the professional services of Conall. Conall has provided us as a family with crucial financial advice and support, he has managed our money and investments as well as set up our mortgages and insurances. We are very grateful for this professional service from a very knowledgable and honest advisor."

My clients say...

Conall Canavan - Financial Adviser

"Conall has been our financial adviser for nearly ten years now and is always our first point of contact for any investment, mortgage or insurance queries. He has a wealth of experience and knowledge of the financial sector, is highly dependable, diligent and professional. We have recommended him to many family and friends who have been equally as satisfied with his services and we will continue to use him for many years to come."

My clients say...

Conall Canavan - Financial Adviser

"We have been associated with Conall Canavan and his financial services for the past eight years. During that time his advice has been considered and progressive. His attention to details through explanation is through and understandable. We would thoroughly recommend his services."