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  11. Paul Whitehead - True Potential Wealth Management

Paul Whitehead - True Potential Wealth Management

Restricted - Whole of Market  36 Brookway, Oldham, OL4 5BE
First meeting at adviser's own cost
We listen, we explain in plain English and we offer a free initial meeting.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Make an enquiry Request a call back Recommend to a friend
Response rating
7.5/10
phone Show number
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Paul Whitehead
What our clients say
Paul carried out a full review of my financial position & personal circumstances & produced a comprehensive report outlining my options so I could fully consider the next steps. To be honest I don't think Paul could have bettered the service I received.
Sheila, Cumbria
Nearing retirement, I was in need of some secure advice, over what is a daunting and complex issue! With a personal and lengthy meeting at my home. He assessed my personal situation and steered me in what I feel is the correct direction. I do not think much room for improvement. My mind was put at complete ease.
Vince, Manchester
Paul's help was invaluable. Home visits etc and full explanation in terms my wife and I could fully understand.
Philip, Cumbria
About us

Our main areas of expertise are pensions and retirement including drawdown, individual and company pensions, estate planning and financial protection for you, your family and your assets.

Our services

As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, we are committed to delivering better value and choice for my clients. Paul offers good value, in that his fees are typically less than the average Financial Adviser as it is Paul's firm belief that good, quality financial advice should be accessible to all.

Paul Whitehead, has through the Chartered Insurance Institute attained the status of Chartered Financial Planner, today's "gold standard" of excellence and integrity. Paul offers friendly, affordable advice at a pre-agreed cost. Paul has over 20 years of experience in the financial services industry and specialises in Retirement Planning, Investments, Business and Personal Protection, Pension options at retirement and tax-efficient Investments.

Where to find us
Head office address: 36 Brookway, Oldham, OL4 5BE
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.5/10
phone Show number
check
FCA authorised
Last authorised 13th September 2021

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