Paul Chada at True Potential Wealth Management

Restricted - Whole of Market  7 Beechgrove Heights, Co Derry, BT45 5EF
First meeting at adviser's own cost
I have been giving quality, honest advice to my clients for over 25 years. I work with all walks of life, nationwide, helping them to achieve their aspirations in all areas of financial planning, including Defined Benefit/Final Salary advice.
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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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Unit trusts
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Lump sum
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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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Corporate pension
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Group Pension/Stakeholder
Response rating
9.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Paul Chada DipFA Dip FA
Financial Planner & Wealth Partner

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

What our clients say
What were the circumstances that caused you to look for a financial adviser? I came to Paul seeking advice on my Pensions and Retirement. How did Paul Chada help you? Paul has great knowledge in his field of work. Anything I didn't understand, Paul broke it down into terms that I did. He ensured I had full understanding before making any decisions. Paul provided me with a tailored financial plan and demonstrated what my Projected Investment Value will look like in retirement. With Paul's expertise, approach and the client technology he offers, I am fully informed and have a transparent view of my Investments. Throughout the COVID-19 Pandemic, Paul got in touch with me straight away, he was attentive and took the anxiety out of the situation we found ourselves in when the markets dipped. Have you seen the outcome you were hoping for? The level of Service has been first class. Paul's approach with the client technology he offers has surpassed my expectations.
Gerald Andrews, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? I first approached Paul for financial advice when I was thinking about buying my first house. I needed help finding a mortgage adviser and also needed life and home insurance. How did Paul Chada help you? Paul helped me find a mortgage adviser and done a full review of my lifestyle to set up insurance plans. Have you seen the outcome you were hoping for? Yes, Paul was brilliant throughout the whole process. Very friendly and professional service. What could they have done better? Nothing, Paul provided a first class service which I cannot fault.
Cathal Hughes, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? We needed advice to help plan our financial future. How did Paul Chada help you? Paul has always given excellent advice. This is because Paul has always taken the time to become fully conversant with our income, current savings and our lifestyle. therefore he knows what we can and cannot afford in terms of planning for the future and for retirement. Paul also has an excellent knowledge of financial markets and schemes which he has tailored to our needs. Have you seen the outcome you were hoping for? We have been very pleased with our financial returns. What could they have done better? I have to say that Paul has always gone the extra mile in helping us with our finances. He is always available through personal visits, e-mail and telephone calls.
Alan Millar, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? I needed help with getting my finances in order. How did Paul Chada help you? He helped me to prioritise my bills and other outgoings. He also gave me tips on how to improve my credit score for the future. Have you seen the outcome you were hoping for? Yes I have seen a great improvement following Paul's advice. What could they have done better? Nothing, Paul was a great help and explained everything clearly. I will continue to use Paul when applying for a mortgage and also with investing.
Pamela McElholm, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? I wanted to move my works pension into a private one How did Paul Chada help you? After much discussion with various advisers I felt Paul was the best for my situation Have you seen the outcome you were hoping for? Very much so, I am more than happy with the outcome, and as he is local it helps as well. What could they have done better? I can honestly say that there was nothing that Paul could have done better.
Colin Wilson, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? I approached Paul in regards to my final salary pension, as I was approaching my 60th birthday I wanted to know all my options and how I would proceed if any of them were possible. How did Paul Chada help you? Paul researched my options which included my final salary pension, on further investigation and research Paul advised and felt that it was in my best interests that I kept my final salary pension were it was for the time being. He then researched my other pensions and helped me access funds from them without having to take the benefits from my final salary pension. Have you seen the outcome you were hoping for? Yes I am pleased with what Paul was able to achieve for us as it has provided the funds to carry out home improvements. What could they have done better? On reflection myself and my wife feels that Paul carried out his service extremely well keeping us well informed throughout the process.
Clarke Hill, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? I wanted advice on my occupational pension. Paul cake highly recommended by a friend How did Paul Chada help you? Paul explained the options which were available to me including the risks, advantages and disadvantages of transferring my pension Have you seen the outcome you were hoping for? The pension transfer has just been completed but I’m confident that after discussing with Paul I have made the right decision to suit my future needs What could they have done better? So far I am completely happy with the service I receive . Paul is always available to advise me or answer any questions or worries I may have both during and outside of office hours .
Gillian McKane, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? My husband passed away in March 2017 and I needed financial advice on how to plan for my future. How did Paul Chada help you? Paul helped by looking for the best ways to invest my assets to make life a lot simpler for myself and my family. Have you seen the outcome you were hoping for? Not yet as it is early in the investments and too early to say. What could they have done better? Nothing, Paul was highly recommended to me and has given me great advice.
Anne McKay, Verified VouchedFor Review
What were the circumstances that caused you to look for a financial adviser? We were purchasing our first home and we seeked help from Paul in relation to our mortgage. How did Paul Chada help you? Paul was fantastic. We had a very complex mortgage and Paul was very patient and helped us through every step of the way and got us the best deal possible. Have you seen the outcome you were hoping for? Yes What could they have done better? Paul could not have done anything better, he was fantastic.
Shane Greer, Verified VouchedFor Review
About us

I am extremely fortunate to work with a great team at True Potential, that includes my administrator, Punam and the amazing compliance team that ensure oversight, as required by the Regulator. True Potential are one of the UK’s most innovative financial services groups, providing investment and pension solutions and award-winning technology to over 1.4 million private clients. We manage over £17 billion of client's assets, using some of the most highly regarded, best of breed, investment fund managers. You will always be in safe and trusted hands, throughout your financial journey.

From a business perspective, I am focused, proactive and thorough and personal qualities include being positive, trustworthy and approachable. I have a particular interest in cooking, travel, the gym and improving my mindset and my lovely family keep me busy, too!

Our services

As your Financial Adviser, I begin with a free initial consultation to understand your objectives and aspirations. I will help you realise these goals with a tax efficient, measured and realistic approach. As a result, you will be better informed, confident and empowered to reach and visualise your financial future. I will explain my fees and other associated costs in a clear and concise way. I am completely transparent, and you will never encounter any hidden surprises.

Once I fully understand your circumstances and what you are wanting to achieve, I will tailor a plan specifically for you (and family) and explain my advice simply and in a jargon-free manner. This will allow you take control of your finances and make informed decisions that will shape yor future. I am keen to be remembered as the friendly face that helped make sense of all areas of your financial planning.

Where to find us
Head office address: 7 Beechgrove Heights, Magherafelt, Co Derry, BT45 5EF
Service coverage
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
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
Compliance

The value of investments and pensions can fall as well as rise. You may get back less than you invested.

All due care is made to ensure that the reviews found on Vouchedfor are from clients I have worked with personally and no alterations are made at any point.

True Potential Wealth Management LLP is authorised and regulated by the Financial Conduct Authority. FCA number 529810. True Potential LLP is registered in England and Wales as a Limited Liability Partnership No. OC380771.

Response rating
9.0/10
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FCA authorised
Last authorised 13th September 2021

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