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

530
£100k+
£100k+
£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

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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...
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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,...
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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...

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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