Paul Anderson @ True Potential Wealth Management

Independent Financial Adviser  14 Thomasville, Caerphilly, Mid Glamorgan, CF83 2RE
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FCA authorised
Last authorised 3rd May 2021
Free initial meeting. Contact me for straightforward answers about your pension options.
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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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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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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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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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Employee benefits
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Group ISA
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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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Group private medical insurance
Meet our advisers
MR Paul Anderson MMath, DipFA, CeMAP
Partner
About us

With over 10 years experience in financial services I am well equipped with the knowledge and qualifications to provide high quality independent financial advice. I can help in the areas of pension planning, to ensure your existing pensions are in the right places, savings, investments, life insurance, critical illness cover, income protection and inheritance tax planning. I deal with clients in the Caerphilly area and throughout South Wales. The initial meeting is always without cost so please feel free to contact me for an initial chat and to arrange a meeting at a time and place to suit you.

Our services

With the backing of True Potential, I provide high quality, independent financial advice to clients in the Caerphilly and South Wales area. My aim is to build long lasting relationships based on excellent service and mutual trust. With regular ongoing reviews I am able to ensure that your financial plans remain on track to meet your goals. And through the use of True Potential's award winning technology, you will be able to keep up to date with your plans 24/7. New enquiries are always welcome, please call me on <phone number hidden> or <phone number hidden>. Alternatively email me at <email address hidden>

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
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

14 Thomasville, Caerphilly, Mid Glamorgan, CF83 2RE

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