Mark Wheeler - Financial Adviser

As a Financial Adviser with True Potential Wealth Management, I’m committed to delivering value and choice for my clients as well as an ongoing relationship that will help with all their financial needs.

For me, planning for the financial future is more than just looking at numbers; it’s the people and needs behind the figures that matter the most. I have many ‘generational clients’, where grandparents have recommended me to their own children, and they too have referred me to their own children. I meet and work alongside my clients on a regular ongoing basis, and take time to explain all areas in a clear and non jargon manner.

Every client I see, I know that their personal situations are unique, meaning I will take the time to get to know them and find out what’s important, knowing that the result is not ‘one plan fits all’. Managing wealth can be complex and time-consuming, whether it’s helping with retirement, saving, investing, protecting loved ones in the event of death or illness, I can work and guide them each step of the way.

I also help clients in the area of estate planning.

My aim is to be a ‘one stop’ adviser where clients can come to me for any financial need and I will have the knowledge or contacts to be able to help them.

For more than 20 years, I’ve been helping clients reach their financial goals. With recent changes in the financial planning world, and the need for all advisers to gain higher qualifications, I have received my Diploma in Investment Planning from The Chartered Institute of Bankers and continue my ongoing development in financial planning.

I’ve also very committed to giving back to my local community. I’m an active member of the local Salvation Army Church, captain of my local hockey team as well as a full time husband and father to a teenage girl!

I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.

Mark Wheeler Financial Adviser

Areas Served

  • South England
  • Isle of Wight

Mark Wheeler - Financial Adviser

Mark Wheeler - Financial Adviser

As a Financial Adviser with True Potential Wealth Management, I’m committed to delivering value and choice for my clients as well as an ongoing relationship that will help with all their financial needs.

For me, planning for the financial future is more than just looking at numbers; it’s the people and needs behind the figures that matter the most. I have many ‘generational clients’, where grandparents have recommended me to their own children, and they too have referred me to their own children. I meet and work alongside my clients on a regular ongoing basis, and take time to explain all areas in a clear and non jargon manner.

Every client I see, I know that their personal situations are unique, meaning I will take the time to get to know them and find out what’s important, knowing that the result is not ‘one plan fits all’. Managing wealth can be complex and time-consuming, whether it’s helping with retirement, saving, investing, protecting loved ones in the event of death or illness, I can work and guide them each step of the way.

I also help clients in the area of estate planning.

My aim is to be a ‘one stop’ adviser where clients can come to me for any financial need and I will have the knowledge or contacts to be able to help them.

For more than 20 years, I’ve been helping clients reach their financial goals. With recent changes in the financial planning world, and the need for all advisers to gain higher qualifications, I have received my Diploma in Investment Planning from The Chartered Institute of Bankers and continue my ongoing development in financial planning.

I’ve also very committed to giving back to my local community. I’m an active member of the local Salvation Army Church, captain of my local hockey team as well as a full time husband and father to a teenage girl!

I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.

Areas Served

  • South England
  • Isle of Wight

Areas of Expertise

Investment Planning

Reliable wealth management advice and the right investment strategy are crucial to securing your financial wellbeing. If you are looking to invest for income or growth, I can provide quality advice, comprehensive solutions and ongoing service.

True Potential Investments’ carefully constructed range of risk-rated funds, including the exclusive True Potential Wealth Strategy Funds, enable you to spread your investments across a wide range of asset types and fund manager styles to create a personal, diversified portfolio solution.

As a client, you will also have 24/7 access to your investments on your personal client site and the ability to top up on-the-go with True Potential’s world-first impulseSave® technology.

Retirement Planning

Regardless of where you are in life, it is important to receive expert and professional advice on your retirement plans and requirements.

Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and access to world-class investment funds. Plus, I can ensure that you are taking full advantage of new pension freedoms.

In addition, our unique True Potential One® life planning tool helps you manage both the accumulation and drawdown phases of your retirement.

Protection

Protecting you and your family from unforeseen circumstances is essential now, and in the years to come.  I can provide protection cover in the various forms of life, critical illness and disability solutions as well as guidance on Inheritance Tax.

My clients say...

Mark Wheeler - Financial Adviser

"We have every confidence in Mark as our financial advisor. He understands our requirements and we have benefitted from his advice. We are entirely happy with the products that we have been sold and with the way in which he has developed and changed his business. We have recommended him to friends who have asked for such advice, Clearly we trust Mark, an honest man of great integrity, but we also have come to consider him a friend; a very kind, considerate and likeable man."

My clients say...

Mark Wheeler - Financial Adviser

"I have been with Mark for quite a few years and have always found him very professional in his work and always very keen to do his best for his clients and to offer the best advice he can. The nicest part of being with Mark is I have complete peace of mind knowing that he is looking after my investments. One cannot ask for more. I would recommend him to anyone."

My clients say...

Mark Wheeler - Financial Adviser

"At my and Carol's age it has been important to receive accurate and more importantly impartial advice on financial planning not only for our retirement years but also in the unfortunate death of one of us. For example, "What happens if one of us (most likely me!!!) needs to go into a care home? Would our home be forfeit in going to pay for the costs, particularly in view of all the attention escalating care home costs are getting in the news? So it has been pleasure to talk to an old and valued friend, Mark Wheeler, whom we first had dealings with when he worked as a young financial adviser with Nat West. For some years now. Mark has been an independent adviser and has continued to provide us with a first rate service that has seen our relatively small investments grow."

My clients say...

Mark Wheeler - Financial Adviser

"Mark first became my financial adviser in 2009, I have since then been guided by him with regard to my pensions and savings. I have always found to be reliable, personable and efficient. He explains complex issues clearly and takes time to find the best investment to suit my needs. I would not hesitate to recommend him."

My clients say...

Mark Wheeler - Financial Adviser

"He is very friendly, approachable and patient with two not very well informed OAPs and helps us to make the most of our income. Mark has been our financial adviser for over 15 years. He has provided us with an excellent service throughout this time and as a result of his advice our investments have continued to serve us well in our retirement. We have found him to be extremely reliable and trustworthy. He is very patient and friendly and he communicates complex issues in a way that is easy to understand. We have valued the way that Mark has got to know us well so that he has fully appreciated our changing needs over the years. "

My clients say...

Mark Wheeler - Financial Adviser

"Mark has been my Financial Advisor for more years than I am prepared to admit. I’ll just say that my wife and I were one of his first customers and he has to be much older than he looks. Over this period, he has provided my wife and myself with good financial advice in a very uncertain market and managed to keep us well ahead on our investments. He always has an in depth knowledge for the advice he gives and is good at offering a number of options. A feature of Mark’s advice is that he does not push a particular view and appears happy if we decide to take the easy option and not make any change. "