Keith Whitehead - True Potential LLP - Financial Adviser in Aldershot

Keith Whitehead - True Potential LLP

Initial consultation free

Restricted

I have joined True Potential Wealth Management as an experienced Financial Planner, with a wealth of knowledge and expertise, particularly in the complex areas of investments and pensions, including Defined Benefit/Final Salary advice.

We can advise you on

Clients
helped

623

Minimum
pension value

£100k+

Minimum
wealth

£150k+

Minimum
mortgage value

£0+

This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.

Meet our advisers

MR KEITH WHITEHEAD

Financial Planner

What our clients say

Kathryn

What were the circumstances that caused you to initially look for an adviser? I recognised a need to review my pension plans and review my retirement options. How has Keith Whitehead helped you? He has helped by guiding me in relation to pensions planning and other decisions in relation to my financial well-being. Have you seen the outcome you were hoping for? Yes, Keith has always taken time to give clear and well reasoned advice and is very responsive. What could they have done better? Nothing.

Pim

What were the circumstances that caused you to initially look for an adviser? I needed advice on how best to invest my pension savings given my risk profile & preferred time to retirement How has Keith Whitehead helped you? Keith helped me find the best asset allocation for my objectives & timeframes Have you seen the outcome you were hoping for? Yes - my funds outperformed the benchmarks What could they have done better? Nothing

Julia

What were the circumstances that caused you to initially look for an adviser? I required advice on the best way set myself up for retirement. How has Keith Whitehead helped you? Keith has passion, knowledge and a genuine interest in achieving the best for clients, which for me is what makes a truly professional Financial Adviser. He really took the time to understand my individual circumstances and has given me excellent advice to reach my goals. Have you seen the outcome you were hoping for? Yes, and this is an ongoing process so I feel supported year after year in meeting my objectives. What could they have done better? Nothing

Compliance

Keith Whitehead 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.
 
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. If 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.

Legal information

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This service is provided by Unbiased Group Services Ltd which is an appointed representative of Prosper Capital LLP (FRN53007) which is authorised and regulated by the Financial Conduct Authority.