David Sheehan @True Potential Wealth Management LLP
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
This examination assesses a knowledge and understanding of financial protection plans.
This examination assesses a knowledge and understanding of investment products and the risks involved.
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.
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.
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