0292 227 9218
Based in Caerphilly
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FCA status: Certified by Firm
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
Last checked: 09 May 2025
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
Recent Client Reviews
Paul has not received any client reviews in the past 12 months
Paul has not received any reviews in the last 12 months
Paul has not received any client reviews in the past 12 months
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 12 March 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
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Paul has not yet added their qualifications to their profile
Transparent Fees
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Paul has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
Last checked: 09 May 2025
Paul is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Paul's status
Recent Client Reviews
Paul has not received any client reviews in the past 12 months
Paul has not received any reviews in the last 12 months
Paul has not received any client reviews in the past 12 months
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 12 March 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Paul has not yet added their qualifications to their profile
Qualifications not yet added
Paul has not yet added their qualifications to their profile
Transparent Fees
Paul has not yet added their fees to their profile
Fees not yet added
Paul has not yet added their fees to their profile
Your financial future is my specialty. With over twenty years of experience in working with people from all walks of life, helping you achieve your goals is what I do best. Offering tailored, no obligation, financial advice for all and building your financial future together is about more than just numbers; it's you and your dreams that matter the most. As a fully qualified pension transfer specialist and experienced financial adviser I recognise that everyone’s personal situation is unique. I will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.
Offers available through VouchedFor
Contact Paul through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Paul's clients
Based on responses provided by clients who have reviewed this adviser
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Adviser Disclaimer
All Wealth Management Partners are Restricted Financial Advisers within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership. OC356611. Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time. We offer non-investment protection products (e.g., term assurance, income protection and critical illness from a range of insurers). Please remember your home or property may be repossessed if you do not keep up repayments on your mortgage. We give clients the option to pay for mortgage advice by fee rather than commission. We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers. The Financial Conduct Authority do not regulate, Will Writing, Tax Advice and Estate Planning. The guidance and/or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.