Tony Whelan

Tony Whelan is a seasoned Financial Advisor with extensive experience in providing financial planning and advisory services. Currently employed at True Potential LLP since July 2016, Tony utilizes advanced technology systems, including the innovative Impulse Save feature, to help clients achieve their financial goals. Prior to this role, Tony worked as a Financial Adviser at Origen Financial Services from January 2015 to June 2016, offering private clients comprehensive financial planning and protection advice. Tony's career began at NatWest, where, from October 2005 to December 2014, the role of Specialist Financial Advice Manager involved delivering consultative financial services aimed at meeting client objectives. Education was completed at Saint Richard of Chichester.