Matthew Sulley @ True Potential Wealth Management

Independent Financial Adviser  41 Spencer Drive, Penarth, CF64 2LR
First meeting at adviser's own cost
Its about working together so that you feel better informed, confident and empowered for your financial future.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Unit trusts
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Lump sum
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Regular savings
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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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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Commercial mortgages
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Sharia finance
Response rating
7.0/10
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FCA authorised
Last authorised 25th October 2021
Meet our advisers
MR Matthew Sulley DIP CII, Cert CII (MP)
Financial Advisor

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

What our clients say
"Thanks Matt for a really professional service to sort out our Protection policies. You worked around us and nothing was too much trouble. Accommodating after work appointments at the house made the process really smooth and easy. We would definitely recommend!"
Mr & Mrs Brennan, Penarth
"We have worked with Matthew for 3 years and have always found him to be honest, approachable with a strong commercial awareness. He has provided us with clear advice and guidance and ensures that information is easily accessible and not too technical. A pleasure to work with and highly recommended."
Mr & Mrs Jones, Pontyclun
About us

True Potential are an award-winning group of companies, working with close to 20% of UK financial advisers. We provide simple, effective and unique financial solutions built for the future and that of our clients. Providing tailored, no obligation, financial advice for all we are committed to delivering better value and choice

Our services

Managing your wealth can be complex and time-consuming. I can help simplify your life by addressing important aspects of your financial well being from investments and insurance to pensions.

Plus, through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed, confident and empowered to reach your financial goals.

Where to find us
Head office address: 41 Spencer Drive, Penarth, CF64 2LR
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£51,000
Minimum mortgage value
£151,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
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FCA authorised
Last authorised 25th October 2021

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