True Potential

Restricted - Whole of Market  10 Cadwgan Road, West Glamorgan, Swansea, SA6 5TD
First meeting at adviser's own cost
An award winning firm of financial advisers. Please contact us to discuss any area of the financial planning process.
We can advise you on
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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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Buy my next home
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Buying first home
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Next home / Remortgaging
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Self-employed mortgages
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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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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 20th September 2021
Meet our advisers
MR Paul Dyer DIP cII
Independent Financial Advisor

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.

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

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

About us

We offer a friendly and affordable advice service. I have over 25 years of financial services industry experience, specialising in Retirement Planning and Pension advice together with Investment planning and Protection solutions.
We offer an initial meeting at your home or place of work, without cost or obligation, will give you the opportunity to discuss your current financial position, goals and priorities, We will explain the services I provide and the positive outcomes you can expect from working together.

Our services

I will take time to get to know you as my client, aiming to build lasting relationships and to prioritise what is important to you.
I believe that as a Wealth Management Partner I am able to fulfil your needs with access to world class partners, together with award winning technology which includes our world first “Impulse Save” facility to increase your investments and provide 24/7 online access to your portfolio, enabling you to remain informed and confident.

Where to find us
Head office address: 10 Cadwgan Road, Craig-Cefn-Parc, West Glamorgan, SA6 5TD
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 20th September 2021

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