True Potential Wealth Management LLP

Restricted - Whole of Market  17 Europa Gardens, West Midlands, Wolverhampton, WV10 6BY
First meeting at adviser's own cost
My name is James Andrew Paul. I am a diploma qualified Financial Advisor and partner at True Potential Wealth Management LLP & Estate Planning Consultant with Countrywide Tax & Trust Corporation ltd.
We can advise you on
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Auto enrolment
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Defined benefit
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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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Bad credit
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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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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Accident & sickness
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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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Estate planning
Response rating
7.0/10
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FCA authorised
Last authorised 18th October 2021
Meet our advisers
Mr James Paul
Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

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.

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 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.

Accreditations
Certified Financial Planner
About us

I meet with my client in their homes or place of work. Also due to social distancing, I have been conducting more client meetings online using video conferencing (Zoom).

Our services

I’d say that I’m easy going, genuine, and keen to be remembered as the friendly face that helped make sense of all areas of your financial planning, and the person who inspired you take action.

Where to find us
Head office address: 17 Europa Gardens, West Midlands, WV10 6BY
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£151,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

You must have your ID and financial details to hand and access to the internet

Response rating
7.0/10
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FCA authorised
Last authorised 18th October 2021

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