Paul Whitehead - 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.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important to you. 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. 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.

For me it is all about the client and I offer a first meeting free of charge. As no two clients are the same, it is vital that I understand your priorities, so that we can work together towards achieving your goals. We can then make sure that plans are in place to help for both now and the future.

Since leaving University in 1997, I have devoted most of my working life, to help individuals and families reach their financial goals. I hold the Chartered Financial Planner award, the “gold standard” of professionalism through the Chartered Insurance Institute.

The areas that I advise on are:
Retirement and Pension Planning
Savings and Investments
Protecting you, your family or your business
Mortgages
Overall Tax efficiency

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. If you feel that a meeting would be of interest, please contact me to arrange an appointment.

Paul Whitehead Financial Adviser

Areas Served

  • All of UK

Paul Whitehead - Financial Adviser

Paul Whitehead - 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.

Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important to you. 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. 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.

For me it is all about the client and I offer a first meeting free of charge. As no two clients are the same, it is vital that I understand your priorities, so that we can work together towards achieving your goals. We can then make sure that plans are in place to help for both now and the future.

Since leaving University in 1997, I have devoted most of my working life, to help individuals and families reach their financial goals. I hold the Chartered Financial Planner award, the “gold standard” of professionalism through the Chartered Insurance Institute.

The areas that I advise on are:
Retirement and Pension Planning
Savings and Investments
Protecting you, your family or your business
Mortgages
Overall Tax efficiency

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. If you feel that a meeting would be of interest, please contact me to arrange an appointment.

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.

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...

Paul Whitehead - Financial Adviser

"Nearing retirement, I was in need of some secure advice, over what is a daunting and complex issue. Paul assessed my personal situation and steered me in what I feel is the correct direction.... my mind was put at complete ease."

My clients say...

Paul Whitehead - Financial Adviser

"Paul's help was invaluable. Home visits etc and full explanation in terms my wife and i could fully understand. I can’t think of anything that could be improved."

My clients say...

Paul Whitehead - Financial Adviser

"Paul Whitehead helped me through the minefield of the pension system, as far as I am concerned the help given was invaluable and helped guide me to the right decision for my circumstances."