David Sheehan @True Potential Wealth Management LLP

Financial Adviser (Restricted Whole of Market) 179 Old Lodge Lane, Purley, Surrey, CR8 4AW
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th July 2019
I am here for you to help you achieve your financial goals, ambitions and dreams.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying first home
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Estate planning
    • Employee benefits
    • Group pensions
    • Group protection
Meet our advisers
David Sheehan DipFA
Partner
Where to find us

179 Old Lodge Lane, Purley, Surrey, CR8 4AW

Make an enquiry
About us

We are an award-winning group of financial services and technology companies, working with close to 20% of UK financial advisers and their clients. By combining our Investment Management expertise with advanced Wealth Platform technology, we offer financial solutions built for the future and that of our clients. Offering advice on Pension, investments, mortgages and protection. Investments and pensions can be held on the award winning True Potential platform where you will have a personalised dashboard webpage to monitor your investments 24/7 and you will also have access to the unique Impulsesave feature, which allows you to invest as little a £1 into your investment whenever you wish.

Our services

I am an investments and pensions specialist, and holding the AF3 advanced pensions exam, my pensions expertise is at the highest level.

My clients over the years have always remarked on how well I explain complex financial information, allowing them to fully understand the recommendation before making a final decision to proceed.

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£250,000
Compliance

Investments - We offer advice on limited types of Products. Primarily, we will advise you on Strategy Funds and the tax wrappers held on the True Potential Investments Wealth Platform. In circumstances the Platform does not have a product to meet your needs, we will broaden our research to other companies with products not available on the True Potential Wealth Platform. You may ask us for a list of those companies.

David Sheehan is a Restricted Financial Adviser within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership. OC356611.

Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time.

Please remember your home or property may be repossessed if you do not keep up repayments on your mortgage.

We give clients the option to pay for mortgage advice by fee rather than commission.

Equity Release refers to lifetime mortgages. To understand the features and risks, ask for a personalised illustration.

The Financial Conduct Authority do not regulate, Will Writing, Tax Advice and Estate Planning.
The guidance and/or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

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