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  11. Paul Veitch Financial IFA (True Potential Wealth Management)

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
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Annuity purchase
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Auto enrolment
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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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Equity release
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Wealth management
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Ethical investments
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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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Socially responsible 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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Buildings and contents
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Critical illness
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Healthcare
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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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Taxation planning
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Commercial mortgages
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Corporate pension
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
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Response rating
7.0/10
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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
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    Online (Live chat, video, email)
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 1st March 2021

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