Matthew Sulley @ True Potential Wealth Management

Independent Financial Adviser  41 Spencer Drive, Llanishen, Cardiff, CF14 3XZ
First meeting at adviser's own cost
Planning your financial future is more than just looking at numbers; it’s about you and your dreams.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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SIPPs
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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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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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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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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 life insurance
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Sharia finance
Response rating
9.0/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
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.

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.

Where to find us
Head office address: 41 Spencer Drive, Penarth, CF64 2LR
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 25th May 2020

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