David Sheehan @True Potential Wealth Management LLP

Restricted - Whole of Market  36, Caterham, Surrey, CR3 5ZG
check
FCA authorised
Last authorised 25th October 2021
With 18 years experience in the financial industry and a specialism in retirement planning, pensions, final salary pension transfers and drawdown, I can help you to fully understand your existing situation and provide a detailed plan to achieve your goal.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Defined benefit
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
Wealth management
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Critical illness
check
Healthcare
check
Home and leisure
check
Income protection insurance
check
Large business
check
Life insurance
check
Small business
check
Estate planning
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
Meet our advisers
MR David Sheehan DipFA CertPFS
Partner
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.

Preferred clients
Minimum wealth (income/assets)
£501,000
Minimum pension value
£251,000
Minimum mortgage value
£251,000
Advice methods
  • icons
    Face to face

36, ALEXANDER CRESCENT, Caterham, Surrey, CR8 4AW

Similar advisers near you

Independent Financial Adviser 0.72 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Independent Financial Adviser 1.42 mi
We're experts, we care, we're here so you can protect the life you love.
 
Independent Financial Adviser 1.54 mi
I offer an efficient, first-class, professional service whilst retaining the personal touch. My client relationships are built on understanding their needs, goals and aspirations and what really matters to them. Any recommendation is tailored and bespoke.
 
Independent Financial Adviser 1.56 mi
Holistic financial planners advising on Pensions, Investments, Mortgages, Long Term Care funding, Protection, Finance and Divorce and Equity Release