Adam Sheehan
Dip PFS Certs CII (MP & ER)
Financial Adviser with True Potential
With over 25 years of experience in the financial industry, I have dedicated my career to helping individuals and families achieve their financial goals. Specialising in retirement planning and investment strategies, I work closely with my clients to ensure they have a clear roadmap for financial security and long-term success.
Whether helping clients grow their savings, navigate market changes, or develop comprehensive retirement plans, I take pride in providing expert guidance tailored to each client’s unique situation. My passion for financial education ensures that clients feel confident and in control of their future...
When I'm not advising clients, I stay up to date with the latest financial trends and strategies to continually enhance the value I provides. My mission is simple: to help people retire with confidence, invest wisely, and take charge of their financial well-being.
- Diploma in Financial Planning - CII - 24/11/2011
- Certs CII (MP & ER) - CII - 20/04/2011
Investment & Savings
I can review your investment and savings accounts, and create a bespoke financial plan that you’ll be able to track 24/7
with award-winning technology.
Retirement & Pensions
Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and can ensure that you are taking full advantage of new pension freedoms.
Mortgages & Borrowing
Whether you are a first-time buyer or have a property portfolio, with the vast array of products and lenders, I can provide the specialist advice you need.
Protection
I can provide protection cover in the various forms of life, critical illness, and disability solutions as well as guidance on Inheritance Tax.
We are award winning
Our aim is to revolutionise the way wealth management is delivered. We believe that by using award winning technology to deliver financial services, we empower financial advisers and their clients to take control of their futures.
We provide innovative investments
Whether you’re aiming to pay off your mortgage, cover university fees or just grow your money our Portfolios use a pioneering approach known as Advanced Diversifications to find opportunities for growth that others can’t replicate.
We build revolutionary technology
Our clients can check their investments 24/7 and top up anytime with impulseSave. They also get access to exclusive features like True Potential Rewards, which enables them to earn cashback from over 4,000 retailers.
