Matthew Sulley @ True Potential Wealth Management

Independent Financial Adviser 41 Spencer Drive, Penarth, CF64 2LR
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
16th September 2019
Planning your financial future is more than just looking at numbers; it’s about you and your dreams.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Commercial mortgages
    • Group pensions
    • Group protection
Meet our advisers
Matthew Sulley DIP CII, Cert CII (MP)
Financial Advisor
Where to find us

41 Spencer Drive, Penarth, CF64 2LR

Make an enquiry
About us

The most important thing for me when providing financial advice is to listen and get a clear understanding of what my client is looking to achieve as I recognise that everyone’s personal situations are unique.

I will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

It is my belief that we all cherish our own lifestyle whatever that may be and good financial planning is about protecting and maintaining that lifestyle whatever cards life deals you.

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.

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

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

Your capital is at risk. Investments can fluctuate in value and you may get back less than you invest. Past performance is not a guide to future performance. Tax rules can change at any time.

True Potential Wealth Management LLP is authorised and regulated by the Financial Conduct Authority. FSR No. 529810. www.fca.org.uk. The Financial Conduct Authority does not regulate will writing, buy-to-let mortgages, tax advice or estate planning.

Registered in England and Wales as a Limited Liability Partnership No. OC356611.

impulseSave® and True Potential One® are registered trademarks of True Potential Investments LLP.

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