Paul Taylor True Potential Wealth Management LLP

Initial consultation free
Restricted
Helping my clients achieve their financial goals is at the heart of my business. I have been in financial services for over 18 years and have a wealth of knowledge and expertise in pensions, including Defined Benefit schemes, and investments.

We can advise you on

59
£100k+
£100k+
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.

Meet our advisers

Mr Paul Taylor FPFS
Financial Planner & Wealth Partner

What our clients say

p
Peter
What were the circumstances that caused you to look for a financial adviser? Having several pensions and changes in pension advisors caused me to look for advice around 5 years prior to my proposed...
l
Lesley
What were the circumstances that caused you to look for a financial adviser? My husband and I needed to make sense of a pension quotation and the pros and cons of various pension options. How did...
cp
Chris & Pauline
What were the circumstances that caused you to look for a financial adviser? Just retired and felt our current portfolio wasn't tax efficient and could perform better How did Paul Taylor help...
t
Terry
What were the circumstances that caused you to look for a financial adviser? Nearing my chosen retirement age i thought it would be prudent to seek good professional advice on how to consolidate all...
m
Maria
What were the circumstances that caused you to look for a financial adviser? I had some money to invest and needed advice How did Paul Taylor help you? I had already seen 5 advisers before I met...
l
Laura
What were the circumstances that caused you to look for a financial adviser? I required pension planning and general investment advice. How did Paul Taylor help you? Paul provided pension planning,...

Contact us

6 Poole Avenue, Buckshaw Village, Chorley, PR7 7FP
+441
Website
Facebook
Linkedin
Youtube/video

Compliance 

Paul Taylor is a Chartered Restricted Financial Adviser within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership. OC356611.

Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time.

We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers.

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.

Any decision to transact business is made by you on the basis of your own enquiries.

To check that an adviser is regulated, you can contact the relevant regulatory or professional body .

Access to and use of this online directory is subject to unbiased.co.uk website terms and conditions and privacy policy .