Paul Veitch Financial IFA (True Potential Wealth Management)

Independent Financial Adviser  111 West Blackhall Street, Greenock, Renfrewshire, PA15 1YD
First meeting at adviser's own cost
Many banks are failing their clients by withdrawing independent financial advice, you deserve advice you can rely on long term.
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
Equity release
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
Buildings and contents
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Capital gains tax
check
Estate planning
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 1st March 2021
Meet our advisers
MR Paul Veitch DipFA
Independent Financial Adviser

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 examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

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
Executive Assistant “Paul is extremely trustworthy, reliable and personable. I would definately recommend Paul as a Financial Advisor.
Fiona Hay, East Kilbride
“I have known Paul for about 35 years. He is very trustworhty and reliable person and extremly knowledgeable in his field. I would have no hesitation in recommending him to anyone.
Billy Dixon at BD VAT Solutions & Bookkeeping Services, Greenock
About us

We are small friendly local branch based in the business and Banking sector of Greenock. We are part of a UK wide network of Independant Financial Advisers, We believe Successful financial planning is a two way process built upon a strong,trusting and importantly, lasting relationship. We are committed to really understand you, your circumstances and your expectations.

Our services

We are fully qualified Independent Financial Advisers and specialise in Retirement Planning, Personal Pensions Pensions including Final Salary Occupational schemes advice, Gaining you the best deal in Annuity income, Inheritance tax Planning, Investments,Long Term Health care costs, Auto-enrolment advice for employers, protection, Mortgage & secured loan finance.

Where to find us
Head office address: 111 West Blackhall Street, Greenock, Renfrewshire, PA15 1YD
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 1st March 2021

Similar advisers near you

Independent Financial Adviser 2.05 mi
Covid-19 update - We are here to help and providing remote advice over the telephone or internet. The initial no-obligation meeting is always at our expense. Chartered Financial Planners, Chris & Kevin, specialise in Planning for Retirement and tax efficiency of your wealth.
 
Independent Financial Adviser 2.25 mi
We take the confusion out of complicated pension & Investment planning and provide transparency and clear and concise guidance.
 
Independent Financial Adviser 2.27 mi
We can be judged by the willingness of many of our clients to recommend us to their family & friends.
 
Independent Financial Adviser 2.3 mi
We can be judged by the willingness of many of our clients to recommend us to their family, friends & colleagues.