True Potential

Financial Adviser (Restricted Whole of Market) 10 Cadwgan Road, Craig-Cefn-Parc, West Glamorgan, Swansea, SA6 5TD
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
9th September 2019
An award winning firm of financial advisers. Please contact us to discuss any area of the financial planning process.
We can advise you on
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buying first home
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Long term care
Meet our advisers
Paul Dyer DIP cII
Independent Financial Advisor
Where to find us

10 Cadwgan Road, Craig-Cefn-Parc, West Glamorgan, Swansea, SA6 5TD

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

True Potential Wealth Management LLP is authorised and regulated by the Financial Conduct Authority (FRN 529810)

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