James Paul - True Potential Wealth Management

About

My name is James Paul, I am a diploma qualified financial advisor and Partner at True Potential Wealth Management. (FCA Number - 529810)

My career began over 15 years ago and during my time at RBS and Santander (ex- Alliance & Leicester). As an Independent adviser I helped many individuals and their families define and aim for their financial goals. This experience has enabled me to gain a wealth of knowledge and expertise.

By making sure my clients are relaxed and informed when making big financial decisions, I have been successful in building great relationships. These relationships are built on mutual trust, discretion and respect, and they tend to be life-long.

As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients, and a service that is unique and aided by the True Potential Technology.

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.

My expertise is focused on dealing with a limited number of clients so the advice and personal service is constantly accessible. This focus allows me to understand what is important to you and deliver an exceptional service that you will remember.

I welcome new introductions as my clients are keen to recommend me to their friends, family and colleagues so they can benefit from a face to face relationship with a professional advisor.

I provide advice on Savings and Investments, Retirement Planning, Mortgages, Equity Release, Protection, and Trust and Estate Planning.

I take the time to get to know my clients and find out what’s important to them. With this knowledge, I can produce a financial plan focused on a client’s goals, taking into account their personal situation. In addition, through the use of True Potential’s award-winning technology, I can deliver straightforward and transparent advice in a simple and convenient way.

My clients are empowered to take control of their futures and have access to monitor their finances 24/7 online and via tablet or smartphone. As a result, they have the potential to reach their financial goals faster.

I make no compromise. I am beyond wealth management.

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