David Sheehan's Page
Profile Information
- Business Name (the main name you trade under)
- True Potential Wealth Management LLP
- Type of Business
- Financial advice and wealth management
- Tell Us About Your Business
- David Sheehan is a Restricted Financial Adviser within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership. OC356611.
Investments - We offer advice on limited types of Products. Primarily, we will advise you on Strategy Funds and the tax wrappers held on the True Potential Investments Wealth Platform. In circumstances the Platform does not have a product to meet your needs, we will broaden our research to other companies with products not available on the True Potential Wealth Platform. You may ask us for a list of those companies.
Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time.
Please remember your home or property may be repossessed if you do not keep up repayments on your mortgage.
We give clients the option to pay for mortgage advice by fee rather than commission.
Equity Release refers to lifetime mortgages. To understand the features and risks, ask for a personalised illustration.
The Financial Conduct Authority do not regulate, Will Writing, Tax Advice and Estate Planning.
The guidance and/or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
- What Type Of Networking Events Are You Interested In?
- Breakfasts, Conferences, Evening, Free, Informal, Lunch, Seminars, Speed Networking, Workshops
- Which Local Towns Are You Likely To 'Network' In?
- Banstead, Caterham, Croydon, Epsom, Oxted, Reigate, Whyteleafe
- Business Website Address
- http://www.davidsheehan.tpllp.com
- Contact me: Main email (you may prefer to enter using 'AT' instead of @ - eg keith AT freelancecopy.co.uk) plus your business phone number - and any other Website or Blog URL
- davidsheehanattpllp.com
0208 645 0961
07943 392622 - preferred contact number
- Which online or offline business networking groups do you belong to? (Please type 'none' if you're new to networking)
- none
- What's A Good Business Lead For You? (potential customers, and anyone else you would like to connect with)
- Anyone with a need for financial advice. I am happy to help anyone in need. However, I specialise in pensions and investments and these are the main areas that I would like to help in.
- How Did you Hear About Us?
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Hi David
Welcome back, and thanks for sticking at it through the sign-up issue. Thanks for joining us, and to the Networking in Surrey community. I hope you find the site useful for planning your networking.
Now that your profile is live, it would be great if you could take a moment to post your photo (again)!
Best regards
K