Paul D Wilson at True Potential

Restricted - Whole of Market  Berkeley House, Kenilworth, CV8 1EB
First meeting at adviser's own cost
Over the past 28 years I have helped people in Kenilworth and the local areas to really make a change for the better in their lives in various financial planning need areas.
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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Investment trusts
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OEICs
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Offshore 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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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Payment protection insurance
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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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Long term care
Response rating
9.5/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Paul Wilson
Wealth Management Partner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

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.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

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

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

Ms Róisín Ní Chonghaile
Wealth Management Partner

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

Accreditations
Chartered financial planner - individual adviser accreditation
About us

Typically a new client starts to work with myself and my team when life changes or is about to, for example at or close to retirement, when going through divorce or receiving an inheritance. We guide, plan and advise at this point and then on an ongoing basis.

Experience has taught me to understand how important it is to listen to my clients in order to understand their wants and needs. However, I do believe in plain speaking and do not necessarily tell clients what they want to hear but what they sometimes need to hear.

Defined Benefit (Occupational) Pension – New legislation means we offer known pricing for this area of advice and provide this in writing from outset. Our charge is 1% or £3,000 (whichever is the lower) irrespective of value, making us one of the most keenly priced in this area of advice. Our minimum transfer value is £100,000 and we have no maximum amount. A transfer value of £100,000 would mean the charge is £1,000. For £1,000,000 the charge is only £3,000.

Our services

Everything starts with you and your personal financial goals. Our goals-based approach allows us to create investment plans that are truly personal and realistic for your needs.

Our range of risk-mapped Portfolios is underpinned by Advanced Diversification, blending together tried and tested multi-asset strategies from world renowned Fund Managers including HSBC, Schroder’s, Allianz, 7IM, UBS and Close Brothers.

Our portfolios are tailored to your requirements and attitude towards investment risk ensuring that your money is always managed in accordance with your wishes.

In addition we offer unparalleled access to investments through 24/7 performance tracking and world-first impulseSave® top-up technology.

Defined Benefit (Occupational) pensions - analysis and reviews are handled by our team of head office experts with full and rigorous compliance oversight. This ensures that we establish very quickly if a transfer is something you should consider.

Where to find us
Head office address: Berkeley House, 6-8 The Square, Kenilworth, CV8 1EB
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
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

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

True Potential Wealth Management LLP is authorised and regulated by the Financial Conduct Authority. FNR Number 529810.
Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX.

True Potential LLP is registered in England and Wales as a Limited Liability Partnership No. OC380771.

We use meeting facilities around the UK, however the above address is our only registered office.

Response rating
9.5/10
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FCA authorised
Last authorised 13th September 2021

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