Paul Veitch Financial IFA (True Potential Wealth Management)
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
Pensions & divorce
Pensions & retirement planning
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Savings for children
School fees planning
Accident & sickness
Buildings and contents
Income protection insurance
Payment protection insurance
Capital gains tax
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
Last authorised 1st March 2021
Meet our advisers
MR Paul Veitch DipFA
Independent Financial Adviser
Qualifications & Accreditations
CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
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.
ER1 - Equity Release (CII)
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.
DipFA - Diploma for Financial Advisers (LIBF)
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
“Paul is extremely trustworthy, reliable and personable. I would definately recommend Paul as a Financial Advisor.
“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.
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.
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
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
Online (Live chat, video, email)
Face to face