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.
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.
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