Paul Brown -True Potential Wealth Management

Independent Financial Adviser Narberth Court, CAERPHILLY, CF83 2UJ
Response rating
7.0 /10
FCA verified
16th September 2019
Working together so that you feel better informed, confident and empowered for your financial future
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Long term care
Meet our advisers
Paul Brown
Where to find us

Narberth Court, CAERPHILLY, CF83 2UJ

Make an enquiry
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.

Advice methods
  • phoneButton
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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