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  11. Paul Brown -True Potential Wealth Management

Paul Brown -True Potential Wealth Management

Restricted - Whole of Market  Narberth Court, CAERPHILLY, CF83 2UJ
First meeting at adviser's own cost
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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SIPPs
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Stakeholder
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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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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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Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 20th September 2021
Meet our advisers
MR Paul Brown

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.

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

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

What our clients say
Professional and effective. He makes investment interesting and straightforward. He's made a huge difference to my financial security. Highly recommended. - Educationalist
Mike Glavin, Usk
I highly recommend Paul not only his professionalism within his job but for his commitment to ensure he does the very best for you to get the best results. He cares!
Sharon Mason, Treorchy
Paul gave myself and my wife excellent advice regarding our pension fund which we implemented when we recently accessed our teachers' pension.It was a great help to have his financial insight available to us.
Richard Lloyd, Caerphilly
Paul Brown's financial advice & support has been invaluable! I am heading towards retirement with peace of mind due to his expertise & knowledge. Not only is Paul very good at what he does, he is a thoroughly honest, caring and trustworthy person. I would have no hesitation in recommending him! - Head teacher.
Jane Williams, Bridgend
Paul came to St Julian’s school to conduct a Financial Review as part of a staff wellbeing day. The advice Paul gave staff, was well received and much appreciated by staff. Staff were able to discuss their financial needs, interests and concerns with an independent advisor which they could follow up. We would look to work with Paul again in the future.
Victoria Williams, Newport
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.

Planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most.

Our services

I believe that by helping you understand your goals, aspirations and attitude to risk, you become more confident and empowered to take control of your finances. I am a fully qualified financial advisers with an additional specialism in education sector financial planning.

Where to find us
Head office address: Narberth Court, CAERPHILLY, CF83 2UJ
Service coverage
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
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
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 20th September 2021

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