True Potential Wealth Management LLP

Restricted - Whole of Market  Falcon Drive, Cardiff Bay, CF10 4RU
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FCA authorised
Last authorised 3rd May 2021
We put every client at the heart of what we do and believe the ongoing relationship with continued reviews after designing your financial future.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Group Protection/Life Insurance
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Group life insurance
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Group private medical insurance
Meet our advisers
Mr Paul Robinson
About us

We are long established financial advisers working with clients for many years to achieve and maintain their financial objectives. Your retirement and financial future are of paramount importance and this is at the heart of what we do.

With over 21 years industry experience commencing away back in 1996, Paul started work at Cooperative bank, working his way from Financial Adviser through to Regional Director before departing company in 2007 with the Bank.

Our services

Trusted by clients throughout the country we have a wealth of experience in delivering solutions to people with differing objectives and provide accurate and innovative investment tools to ensure that you have clear vision of your future.

We will put together the proper investments and other financial vehicles to help ensure your portfolio will give you the performance called for in your financial plan and in accordance with your lifestyle goals and tolerance for risk.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

True Potential LLP is registered in England and Wales as a Limited Liability Partnership No. OC380771.

Registered head office : Gateway West, Newburn Riverside, Newburn, Newcastle Upon Tyne, NE15 8NX

Falcon Drive, Cardiff Bay, CF10 4RU

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