Tony Whelan
DipFa
Financial Adviser with True Potential
With over 20 years of experience in financial services, I specialise in providing tailored advice on pensions, investments, and retirement planning to individuals and businesses across London and the South East. As a Senior Financial Adviser at True Potential Wealth Management, I am dedicated to helping my clients build, protect, and preserve their wealth through strategic, personalised planning.
I take pride in my commitment to delivering clear and transparent advice, ensuring that my clients feel confident in every financial decision they make.
In my spare time, I enjoy playing Tennis and Golf. I also enjoy holidays with my wife and family...
With a client-first approach and a passion for helping people achieve their financial goals, I am here to guide you through every step of your financial journey.
- DIPFA - CII - 01/09/2013
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.
Inheritance, Estates & Tax
I can review all your accounts and create a bespoke plan that makes the most of your tax allowances and maximises the amount your beneficiaries can inherit.
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.
