Shane Wheeler - True Potential Wealth Management

Restricted - Whole of Market  Court Road, Kent, BR6 0PN
First meeting at adviser's own cost
We can advise you on
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Defined benefit
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Pension consolidation
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Pension drawdown
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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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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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Unit trusts
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Lump sum
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Savings for children
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School fees planning
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Critical illness
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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
Response rating
7.0/10
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FCA authorised
Last authorised 10th May 2021
Meet our advisers
MR Shane Wheeler
Where to find us
Head office address: Court Road, Orpington, Kent, BR6 0PN
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • icons
    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 10th May 2021

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