Tony Whelan -True Potential Wealth Management

Independent Financial Adviser  44 Grosvenor Gardens, London, Belgravia, SW1W 0EB
First meeting at adviser's own cost
I offer holistic or focused financial planning advice. Giving clients value for money with full transparency and full ongoing service
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 & 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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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Socially responsible investments
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Lump sum
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Regular savings
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
Response rating
10/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
MR Tony Whelan
About us

I have over 30 years of experience in the financial services industry having spent the last 16 years in regulated financial services looking after both Personal and Business clients.

As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.

For me, planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most.

Based in London, financial services is what I do. Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important.

Our services

Based in London, financial services is what I do. Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important.

Helping clients who need advice re final salary pension transfers , we offer one of the nest if not the best value for money service in the financial service industry.

Where to find us
Head office address: 44 Grosvenor Gardens, London, SW1W 0EB
Service coverage
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 13th September 2021

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