Paul Burnell - True Potential Wealth Management

Restricted - Whole of Market  Fieldfare, The Close, Hatherden, SP11 0HW
First meeting at adviser's own cost
Free Initial Conversations on Pensions, Investments, Mortgages and Insurances
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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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 first home
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Flexible mortgages
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High loan to value
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Mortgage protection
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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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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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Unit trusts
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Paul Burnell
What our clients say
Paul Burnell has been our IFA for around 2 years. We initially required advice relating to the drawdown of a personal pension. Paul thoroughly understood our financial position before explaining what options were open to us regarding investments and our retirement planning. Paul has continued to give advice whenever needed and has provided thorough annual reviews. He has responded quickly by phone and email to any concerns we have had which were generated by the pandemic crisis. Paul is friendly, knowledgable and always professional and in our experience we would not hesitate in recommending him.
Alison Field, Andover
I first met Paul over 8 years ago whilst working in the financial services sector. Since then I haven’t hesitated to recommend him to many friends and family for their varying financial requirements, always with positive feedback. Paul is my absolute trusted advisor who has guided me through consolidating numerous pensions, investments of lump sums and ISA’s; he has given me peace of mind that my hard earned money is safe to protect my future and satisfy my current needs
Tessa Roddy, Cheltenham
About us

As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I'm committed to delivering better value and choice for my clients.

For me, 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.

Recognising 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.

Managing your wealth can be complex and time-consuming. I can simplify your life by addressing all aspects of your financial wellbeing from investments and insurance to tax and estate planning while offering exclusive opportunities.

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 b

Where to find us
Head office address: Fieldfare, The Close, Hatherden, SP11 0HW
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
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
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Head Office: Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX

True Potential Adviser Services is registered in England and Wales as a Limited Liability Partnership No. OC326607.

Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021

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