Paul Brown -True Potential Wealth Management

Independent Financial Adviser  Narberth Court, Gelligaer, Caerphilly, CF82 7EB
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
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 25th May 2020
Meet our advisers
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

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
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 25th May 2020

Similar advisers near you

Independent Financial Adviser 2.57 mi
If you want honest, cost effective, great advice for your pension and investment needs, give us a call.
 
Restricted - whole of market 4.35 mi
Adam is a financial advisor providing advice on a range of products including Mortgages & Insurances, Investments
 
Independent Financial Adviser 4.89 mi
Independent advice from Chartered Financial Planners. Initial consultation free of charge
 
Independent Financial Adviser 4.93 mi
Building sound long-term client relationships centered around honesty, trust and a solid reliable service is of utmost importance to me.